Charities and trusts
Reserves and endowments run to a policy the trustees set.
Working with trustees
Trustees carry the responsibility, so they need to understand what they hold. We write reports for board papers, and the portfolio manager comes to the meeting.
- Investment policy drafted with the trustees
- Ethical screens set by the board
- Income paid quarterly for grant-making
What trustees receive
Charity and trust portfolios are run to a written investment policy that the trustees agree with us and review each year.
Investment policy
Drafted with the trustees
Report to the trustees
Every quarter, in plain words
Meeting with the board
Once a year, or more
Ethical screens
Set by the trustees
Fee for registered charities
From 0.60% a year
Example prices.
Start with an introductory meeting
An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.