We have been working with charities for over 70 years and currently manage £2.1 billion on behalf of over 1000 charities*
As a charity trustee, you are under pressure to make the right investment decisions to ensure that your organisation continues to run effectively. That’s why it makes sense to use a charities specialist with a proven track record. The nine dedicated charity investment managers on our specialist Charities Team focus almost exclusively on the not-for-profit sector and have out-performed the WM Charities Universe, a widely accepted sector benchmark, in 13 of the last 15 years.**
We believe that you and your charity deserve personal service, so we don’t use model portfolios or pre-packaged solutions. Instead, we assign an investment manager whose expertise and experience matches your needs. They get to know your charity’s particular background, circumstances and objectives. They then develop a customised investment strategy. Most importantly, the person who manages your investments is the person who answers your questions.
Visit the IW&I Website
* As at March 2013
** WM Charities Universe