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