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Charities

Wealth Management UK

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.

Get in touch to find out how we can meet your charity's long-term needs.

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Our investment approach

How we manage capital on behalf of charities and foundations

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Our approach to ESG

Discover how environmental, social and governance issues are embedded in our approach

Contact us

If you'd like further information about how we can help your charity, please get in touch.

 

Insights Discover how our advice and expertise comes to life

Macroeconomics

The curious incident of the falling bond yields

1 August 2021 | 30 mins

While inflation in the US remains at startling levels, the response by money markets has been muted despite evidence that this risk is may become more 'trend' than 'transitory'. In this Market Perspective, we take a look at this inflationary threat as well as climate change, current house prices, and the historic response of markets to the raising of interest rates.

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House prices are "on fire"...

28 June 2021 | 9 mins

Being confined to our homes for the past year prompted many to re-evaluate their housing priorities. Bolstered by low interest rates and scarcities, these surging prices for residential property have begun to ignite concerns over market froth, especially given the divergent experience of different regions and sectors.

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What to expect

1 July 2021 | 26 mins

While 2021 has seen robust economic recovery and strong portfolio performance, we remain aware of how unpredictable markets can be. We also know the importance of communicating this, so in this Quarterly Letter, we update a previous letter where we spoke about both our investment approach, and managing expectations.

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To read our full range of insights, visit our Insights page.