Tailoring our capabilities / services to your needs
Our unparalleled strength and reach gives our clients total confidence. We use these world-spanning capabilities on your behalf, making connections and introducing you to opportunities outside of your normal sphere.
Our discretionary services give charities a diversified, strategic exposure to a wide range of assets designed to maximise returns within targeted risk parameters.
We integrate ESG into our investment process for all portfolios; can apply ethical restrictions in line with your charity’s investment policy and build a sustainable portfolio for you.
Our advisory services allow you to have an interactive approach to managing your investment portfolio that lets you maintain control of your final investment decisions. Through us you can have access to a full range of asset classes, including, cash and liquidity solutions, fund, fixed income and equity advisory services, structured investments and alternative investments - ideas including hedge funds, private equity and real estate.
Our execution-only services allow you to implement your own investment ideas and strategies. By giving you access to the global financial markets across a wide variety of products and services, you can invest, manage and monitor your investment positions.
Your organisation’s needs are unique. That is why our expert charity team works closely with your trustees and finance teams to provide a tailored range of solutions and support.