Charities & Foundations

As a leading global charity investment manager, our specialist team provides a range of services to help Charities & Foundations meet their goals.

While Charities & Foundations differ in their requirements, there are four broad stages to our advice:

Carrying out an in-depth review of the charity’s financial position, objectives and risk appetite as expressed in a written investment policy
Recommending an appropriate strategic asset allocation
Tactical asset allocation and investment selection through the business cycle
Ongoing monitoring and reporting. This includes reviewing any changes in the charity’s financial circumstances or charity legislation and responding accordingly

Our portfolio management service, for Charities & Foundations with over $1.5 million to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

A leader in Sustainability

We are rated A+ for our approach by the United Nation’s PRI organisation and the No.7 asset manager globally by ShareAction. We don’t tick boxes, but add value through real insight and actively engaging to improve companies’ behaviours and governance.

Long-term partnerships

We have been working with charities since the 1930s and our first client remains with us today – a testament to our longevity and quality of service.

Collaboration with sector organisations

We are delighted to work with a range of sector umbrella organisations researching and promoting best practise in charity investment governance and management.

Sustainability

We believe that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.

In an increasingly dynamic environment where legitimacy and credibility in the market place are important indicators of corporate performance, a thorough awareness of ESG issues enables companies to potentially mitigate risks and liabilities that could arise from these issues as well as realise opportunities.

Central to responsible investment is our belief that it is in our clients' best interests to consider a company's management of, and exposure to, ESG issues. Companies that combine good governance and corporate responsibility will tend to deliver long-term shareholder value over time.

Latest insights

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us.

Robert Ridland

Email Robert
+65 6800 7057

Jelmer Kattevilder

Email Jelmer
+(852) 7843 7854

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