68 Lombard Street, London EC3V 9LJ
We've been conducting investment reviews for charities and universities since 2001 and we’re recognised as one of the UK's leading charity investment specialists.
Our experienced team is at the forefront of the evolution in the ways that charities and universities invest and in our knowledge of the best charity investment managers to work with.
Whether your organisation is looking to review your current investment strategy, update your ethical / socially responsible investment policy or identify the strongest and most suitable discretionary investment managers, we would like to help.
Our team provides an excellent, bespoke and cost effective service.
Over the years we’ve built a reputation for excellence amongst our client base that includes some of Britain’s best known and respected charities.
Investment Review / Health-Check
Investment Policy Development
Investment Manager Search & Selection: