Cartwright Charitable Trusts works with charities across the country to help build financially resilience balance sheets whilst simplifying the complexities of investments. Having advised over 150 trusts since they were founded 40 years ago, their approach revolves around the detailed understanding they have of their clients; that goes way beyond traditional offerings. The company originated in the role of advising and running pension schemes, focused on the mid-market, but identified a trend. Like their pension clients, charities were also finding it challenging to develop bespoke financial strategies without being overcharged or underserved. Since then they’ve worked with clients such as Hyde Charitable Trust, where their refreshed investment strategy reduced ongoing management fees by 60%. Whilst their work with Citizens Advice Haringey helped them increase the long-term expected returns on their unrestricted reserves by circa 9% per annum. By understanding the idiosyncrasies of an organisation, along with its competing priorities and opinions, Cartwright Charitable Trusts works with charities to devise tailored strategies that build in adaptability, regular reporting and monitoring and close support every step of the way.
“At a time of increased uncertainty, Cartwright offered an approach that understood our issues and challenges. Cartwright has been our partner on this journey from the start, offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector!”
Daniel Blake, CEO, Citizens Advice Bureau Haringey
“The regular reporting from Cartwright will provide our Trustees with transparent information ensuring we can stay fully informed as to investment performance. The team have been on hand to support us at every stage, and we can pick up the phone at any time if we need their help.”
Katherine Rodgers, Hyde Charitable Trust Chair of Trustees