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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

Mass unemployment to labour shortages

20 September 2021 | 30 mins

Widespread labour shortages have subverted past expectations of mass unemployment. As the growth of the past few months appears to be slowing, we take a look at the continued inflation risk and fiscal and monetary outlook across the world.

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China: now it's real estate

22 September 2021 | 5 mins

Having already been grappling with slowing growth and ongoing regulatory issues, China is now facing a crisis in its real estate sector. We take a look at the issues facing this sector, alongside the recent ramping up of Beijing restrictions, to consider the potential impact of such developments.

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Mixing art and science

1 October 2021 | 24 mins

Investing can often seem like a numbers game. However, while a quantitative, scientific approach can certainly reveal a lot about a company and its performance, there are also aspects which only a qualitative approach can reveal. In this Quarterly Letter we delve into how we combine these approaches, and how this informs our investment decisions.

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