Charity investment management

As trustee of a charity, you want the peace of mind that comes from the knowledge that your investments are being managed by experienced professionals, who understand the financial markets as well as your charity’s unique requirements – regardless of its size.

We take time to sit down with you and fully appreciate your capital and income requirements, and your attitude to risk and return. From that we construct a tailor-made portfolio to meet your needs.

Whilst your investment strategy will differ depending on your charity’s underlying needs, our over-riding aim is to reduce the volatility of returns.

You will have direct access to your own investment manager, who is the individual responsible for actually making the investment decisions for your portfolio. Easy access is key to a successful long-term relationship. We will ensure we are always available.

We produce a quarterly newsletter which provides a medium through which we can communicate our views on performance, strategy, and other factors affecting the charity universe today.

Contact us
If you would like to find out more about our client-driven service and distinctive investment process, or would like to receive copies of our charity investment management materials please contact Mark Powell on 0207 600 1660 or alternatively email us on charities@jmfinn.com.