Who we help

Charities and trustees

Trustees carry a legal duty of care. We provide the documentation, reporting and clarity you need to demonstrate that duty has been met.

Investment policy statements

We help draft and maintain an IPS that sets objectives, risk tolerance, income requirements and ethical restrictions in writing.

Charities need spendable income now and preserved purchasing power later. Portfolios are built explicitly against both objectives.

Screens and exclusions aligned to your charitable purpose, with holdings-level reporting so you can evidence compliance.

Clear quarterly reporting written for trustee meetings, plus attendance at board or investment committee meetings on request.