Managing portfolios on behalf of our charity clients is both a privilege and a challenge – one that we do not take lightly or for granted.
Every charity has its own investment objectives and requirements. Taking into account the guiding counsel of the stakeholders involved in the charity – including those who work for it on a day to day basis, trustees and advisors – the portfolio will be tailored to suit the Charity’s specific needs (whether that is for growth or income).
The close working relationship between the charity and Everys Investment Managers is key.
Your charity will have direct access to our experienced Investment Managers themselves rather than an Account or Relationship Manager so you will be talking directly to those making the recommendations and putting together the bespoke portfolio that will suit your objectives.
Everys Legal department also has significant expertise in charity law and can work hand in hand, where required, with the Investment Department to deliver a seamless service.
To speak directly to one of our expert Charity Investment Managers, please call 01404 541922, email firstname.lastname@example.org or request a call back using the form below.