Our services
Services we offer
Charity clients have their own segregated portfolio tailored to the specific needs and objectives of the trust. We offer a flexible approach to investment strategy combined with a rigorous investment process, a genuinely personal service and competitive fees.
We offer a full nominee service with consolidated transaction and income statements and provide quarterly valuations with a comprehensive report and detailed performance analysis.
We also have a banking licence and can offer a full banking service to our clients. Larger cash balances can be placed in the money markets on term deposit, where we obtain wholesale, inter bank rates not normally available to retail clients.
As our clients you would receive
- a portfolio tailored to the specific needs and objectives of the trust
- a personal service, with an experienced director as the key point of contact
- the knowledge and expertise of our specialist institutional team supported by our regional and asset class specialists
- the flexibility that a bespoke approach offers
- a rigorous and robust investment philosophy and process
- competitive fees representing value for money
- professional administration with a straightforward reporting structure
- a mix of investment, banking and accounting expertise within our firm which enables us to deliver innovative and tax efficient investment solutions
Contact us
To speak to one of our investment experts contact:
William Cussans
tel: 020 7131 4671
email:William Cussans
