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Meeting your organisation's needs

What your organisation can expect from us

We're committed to providing you and your organisation with an excellent and personal level of service, so we'll work closely with you to understand your financial goals. You'll also have a dedicated Client Portfolio Manager, responsible for looking after your organisation's investments.

  • You can contact them directly about your organisation's investments, and any changes in goals or circumstances
  • Or, we can work closely with you and your professional advisers

Whatever your preference, you and your professional advisers will always know exactly who your personal Client Portfolio Manager is and how to contact them.

Charging structure

We have a tailored tariff of charges for our charity clients. So that you understand what services you're paying for, please contact our charity desk for further details.

Cash Interest Rate

The current rate on our GBP cash account is 0.15%, which is subject to change.

Reporting

We'll send you regular, customised quarterly reports, which detail your organisation's current portfolio valuation, cash and transaction statements, as well as investment performance and investment commentary.

Review meetings

Your personal Client Portfolio Manager will be available for regular face-to-face review meetings with you and/or your professional advisers.

Tax packs

We'll prepare statements and include details of your investments to aid preparation for your financial year-end.

Technical support

We recognise that charity trustees have a number of legal responsibilities, including how they select and work with investment managers. That's why we not only support your organisation's financial ambitions, but also help you fulfil your legal responsibilities.

As part of our service, we can provide a charity factfind and investment policy statement, a charity meeting agenda and minutes template, and a trustees' duty and obligations summary. We may also be able to arrange for other technical support to be provided where appropriate, for example how our different investment approaches work.