We have looked after charities since our inception and understand how to manage charitable investment assets in a prudent, pragmatic and flexible way. We know that charities operate in an increasingly demanding and accountable environment. Our dedicated charities team take time to understand each client’s unique set of priorities and put in place an investment strategy that represents their particular position. Our approach is well suited to charities with an ethical investment policy; almost a third of our clients have an ethical or responsible investment policy in place.
Generating attractive real returns for our clients over the long term is our principle aim. We use an active, flexible and direct investment approach through segregated portfolios or specialist funds to do so. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in individual stocks, funds, fixed interest or alternative asset classes. Alongside this, we pride ourselves on our personalised client service and comprehensive in-house administrative operations.
We offer:
- A dedicated charity team
- Direct relationship with your portfolio manager
- Ethical investment screening
- Tailored reporting
- Trustee training and investment guidance
- Institutional investment approach
If you would like to find out more about how we could work together with your charity please contact:
Isobel Fraser
T: 020 7484 7485
E: charities@waverton.co.uk
W: https://www.waverton.co.uk/charities
We are pleased not only with the progress made by our portfolio, but also with the administrative and reporting arrangements. Waverton respond well to queries and provide clear thinking discussion and explanation when attending our investment meetings.
Our experience gives us confidence in recommending their services to other potential clients.
Richard Reeve's Foundation
Waverton has been extremely good at implementing our agreed investment strategy and we find it very useful to have formal meetings with them twice a year on which occasions the strategy may or may not be tweaked. So far we are extremely pleased with their performance and they have delivered the return targets that we require through some defensive and innovative management decisions.
Communication with Waverton is first class and we have a very good relationship with day-to-day Manager and the Head of the [dedicated charities] team.
Hedley Foundation
Past performance is no guarantee of future performance.