Charity Investment Management Services

From forecasting future spending and funding your goals, to navigating environmental, social and governance issues, we can help preserve your charity's capital, while acting as a sounding board and adviser to help fulfil your obligations.

We tend to partner with charities with a long-term horizon, investing sustainably on their behalf to ensure they have a lasting impact for generations to come.

Our investment approach

Our objective is to preserve and grow the wealth of our clients over multiple generations. Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit.

Our approach to ESG

We've always invested in long-term, sustainable business. To discover how environmental, social and governance issues are embedded in our approach, please review our ESG report.

Building from the bottom up

We often speak about our bottom-up investment approach. However, in this Quarterly Letter, we (ironically) take a look at this approach from a top-down perspective, outlining our investment objective, as well as the people and processes that work to achieve this.

Ready to begin your journey with us?

INSIGHTS

The big ideas and important details behind our approach to preserving your wealth for the long term.

 

Leaving a legacy

01 January 2023 | 25 mins

As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.

A monetary round-up

19 December 2022 | 5 mins

Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.

The economic mist clears

15 December 2022 | 30 mins

With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump. In this edition of Market Perspective, Kevin Gardiner and the Strategy Team briefly revisit the UK's fiscal events before discussing COP27.