Charities and Trusts
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Ensure you have a vital balance of the investment requirement of your charity and the responsibilities of its trustee.
Dealing with charity investments and ethical funds by balancing the investment requirements of charities and the responsibilities of the trustees.
Fyshe has considerable expertise in balancing the investment requirements of charities and the responsibilities of trustees. Our brokers and investment managers have built up a first hand experience of managing charity investments and ethical funds at all levels. Servicing the individual charity’s or trust’s requirements is paramount and we seek to build a strong, friendly and professional relationship. Our brokers and investment advisers are encouraged to become involved with those charities and trusts whose assets they manage.
The benefits of the service may be summarised as follows:
- Over 100 years of accumulated investment experience in connection with charities and trusts.
- Specialist in-depth knowledge of trust and charity requirements and legislation.
- Provision and application of ethical investment criteria if required.
- All portfolios handled at a personal and individual level – a truly bespoke service.
- A personal involvement by Fyshe including attending trustees meetings as required.
- We deal effectively with investment portfolios of all sizes and individual requirements. Portfolios are constructed and managed on an individual basis in accordance with the exact individual requirements of the trustees.
Risks
- The value of your investments and any income from them may go down and you may get back less than you originally invested.
- If you are unsure about the suitability of this service please contact us for advice.
Our rates are very competitive and reflect the considerable level of expertise that we have in managing the investment assets of charities, trusts and ethical funds.
Charities and Trusts
Ensure you have a vital balance of the investment requirement of your charity and the responsibilities of its trustee.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
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