Invest with clarity.
Managing your charity’s reserves carries a responsibility beyond investment performance – to your beneficiaries, your board, and the mission you serve.
We help you turn “what should we do with this money?” into a clear investment approach, built around your cashflow, risk appetite and mission.
Who we serve
Built for not-for-profits.
Not-for-profit organisations come in many forms – religious orders, dioceses and parishes, schools and universities, hospitals and medical bodies, housing bodies, professional and fundraising organisations, trusts and foundations. We understand them all.
Whatever kind of organisation you represent, we understand the governance, reporting and regulatory environment you operate in, not just the investment side.
Frequently Asked Questions
Key points to consider
Yes. We have specialist knowledge of not-for-profit organisations, and our Charity Advisory Team has over 70 years’ combined experience in the sector.
It’s best practice for any charity or non-profit with assets to have a documented investment policy, setting out the objectives of those investments and how they support your mission.
Roles and responsibilities, objectives, timescale, risk appetite and tolerance, access to funds, income generation, diversification, ethical considerations, management approach and regular review.
Start by understanding your cashflow needs, access requirements, time horizon and risk appetite.
This depends on your operating needs, restricted funds, future commitments, risk tolerance and investment timeframe.
Yes. Your investment policy can include ethical criteria, sector exclusions, positive screening and regular review to help manage reputational risk.
[No final answer supplied in the brief — needs a concise, approved response from the team before publishing.]
Yes — we’re happy to meet with your board or investment sub-committee as part of the advisory relationship.
The answers to these frequently asked questions do not constitute investment advice.
Our team
Contact us
Clarity starts with a conversation.
Whether you’re reviewing an existing policy or starting from scratch, we’re happy to talk it through with you, your board, or your investment sub-committee.
Speak to our Charity Advisory Team
More expertise
Here are a few other ways we can help, depending on your circumstances.