Charity Investment Services
At Whitechurch, we have combined our expertise of running bespoke and ethical mandates to offer a comprehensive Charity Investment Service.
Our boutique structure allows us to nurture close relationships and provide trustees with continuity and accountability to support legal and regulatory requirements.
We have a clear understanding of the role that trustees play within any charity organisation and the increasing scrutiny that is being placed on them.
“Having the confidence that your wealth manager understands the charity’s aims, and can create a tailored solution, to reinforce public confidence and trust, is key.” Tom Sayers, Senior Manager, Charity Investments Team
As one of a few Discretionary Fund Managers with an established track record of providing ethical investment solutions, our expertise in this area can complement any charity looking to develop a defined strategy to enhance their fundraising activities.
- We take the time to understand your charity, its goals, and investment objectives.
- We work closely with you, to help fulfill your obligations; to construct portfolios that are continuously aligned with your charity’s mission; and provide clear reports that you can understand and speak about to donors, regulators or other stakeholders.
- We offer a simple fee-based approach – and we do not receive any incentives from the underlying investment house.
Aside from our professional services, the Whitechurch teams care about supporting people in the communities around us. Staff get involved in various fund-raising initiatives, and as a company, we donate five percent of our profits to charities nominated by staff each year.