Charity investment management
Portfolios designed to support your mission and manage risk responsibly, with clarity and appropriate oversight. We help you:
- Align investments with goals, spending needs and time horizons
- Balance income, growth and capital protection
- Reflect sustainability and ESG preferences
- Receive clear, usable reports for trustees and board discussions
- Stay on track with ongoing reviews
Please note, the value of investments can go down as well as up and your charity may get back less than the amount invested.
Reserves and cash strategy
Many charities hold excess cash due to uncertainty or lack of time to review reserves properly. We help you build a clear, practical charity reserves policy and make better use of your funds. You’ll be able to:
- Define appropriate reserve levels
- Understand the impact of inflation
- Plan liquidity with confidence
- Structure short, medium and long-term cash
- Identify when to invest surplus funds
The result: stronger financial stability without unnecessary risk.
Investment policy and governance support
Strong governance underpins every financial decision. We help trustees:
- Create or update investment and reserves policies, aligned with Charity Commission guidance
- Ensure policies are practical and board-ready
- Structure reviews and reporting
- Clearly document decisions
This reduces pressure and improves confidence across your board.
