Why is it so difficult to have confidence that you are getting the best return from your investments?
The objective of investing is to get the best return.  In fact, it’s a bit more complicated; you want the best return available without taking too much risk.

Our charity team works alongside CEOs, finance directors, treasurers, bursars, trustees and stakeholders to successfully navigate the investment journey.

• Understanding goals and objectives
• Calibrating risk capacity and composure
• Preparing appropriate Investment Policy Statement (IPS)
• Advising on governance and oversight regime
• Establishing Strategic Asset Allocation methodology
• Identifying suitable investment managers
• Arranging implementation and execution (where required)
• Providing ongoing monitoring, counsel and guidance