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Charities and foundations

Our specialist team are highly experienced in serving the 'not for profit' sector. As a result, we can provide access to focused advice on products and services that best suit your charity's needs.

We can act as trustee to your charity or foundation, or as the administrator for the trustee, and provide advice on donation policies and selection of asset managers or custody services.

We can advise and manage the widest range of asset management products including cash and structured products, debt and equity, property and hedge funds, and ethical funds.

In addition to the management of these assets, we can provide access to advice on tax and financial matters, financial administration services, and the sourcing of appropriate trustees.

Ask us about our specialist services for charities and foundations.


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