Independent investment advice is a “must” for charities that have invested endowments.
Trustees of Charities need to be aware of their responsibilities and make sure advice provided by a fellow trustee who is authorised to give investment advice by the regulatory authority is confirmed in writing and kept as evidence of competent advice.
We offer our client Charities fully independent advice establishing a clear “investment policy” for guidance of the Trustees present and future, investment strategy and portfolio planning, arrangement or adaption and constant monitoring in the future with formal reviews as required by the Trustees.
Interested ? Then please contact us. We’ll be pleased to hear from you.