We offer a full scope of investment consulting services, from advice on investment policy, strategy and asset allocation, investment manager review and selection to comprehensive assistance with investment management arrangements and implementation of our recommendations.
Our team brings together extensive experience in the charities sector with a solid investment background and analytical framework to find most practical and cost-effective solutions for our clients. We are owners of our business and we see its success in building lasting relationships with our clients.
We offer completely impartial advice, as we are not affiliated to any fund management group and therefore do not have any conflicts of interest.
We made it our purpose to comply with the strictest regulatory requirements to protect our clients and be able to provide FCA regulated investment advice when needed. While trustee boards engage investment consultants on a regular basis to assist with their investment strategies or manager evaluation, FCA regulation leaves a large portion of strategic advice outside its scope. This leads to a substantial divergence in the services offered, as well as the level of the resource and depth of advice that consultants provide and their fees.
We take a comprehensive approach to sustainable investments and assist our clients in finding a solution which addresses their particular needs and is both practical and robust. We are signatories to UN PRI and members of UKSIF.
“The University commissioned PMCL to conduct a review of the University’s endowment investments. We received a highly professional service which put the University’s specific requirements first and foremost. The final report was comprehensive, relevant, and full of insight and analysis which has given us a much greater understanding of how our portfolio is performing and how our investment strategy is working.”
- Bristol University
"Following the decision to restructure our investment portfolio, PMCL provided excellent strategic advice and subsequent operational support. I highly recommend them."
- The Royal Academy of Engineering