Capital at risk

Our clients


We have helped charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, our very first such client is still with us. Whatever your organisation’s focus – healthcare, education, faith or the arts – we can support you with suitable investment expertise. Our strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. We aim to provide you with exceptional service and value for money.

The sillouettes of four climbers at the summit of a snowy mountaintop at sunset.

Investment excellence

We seek opportunities worldwide, combining them into conviction-driven portfolios that differ from any index or other manager. We are focused and well-resourced, prioritising the search for sustainable growth and superior returns. Our analysts think deeply about the future. We regularly meet with management to better understand their companies’ growth prospects and support them in driving long-term returns.

Service and value

We strive to build enduring relationships with our clients based on strong long-term investment performance and excellent service. We provide full transparency through detailed reporting and insights, so you and your organisation’s assets will be well looked after. Our competitive fees provide value, and our long-term, patient and low-turnover approach reduces our trading costs. Investing via pooled funds suits many clients and can provide you with further economies of scale.

It’s not just money that matters

Like many charities and endowments, you will have high standards, and your requirements may go beyond monetary outcomes. When setting your investment strategy, aligning your investments with these requirements and potentially with your charity’s overall goals is essential. Whether you wish to invest responsibly by not profiting from certain areas, or in a way that emphasises sustainability, or even to focus on impact directly, we can help.

As well as funding their mission, charities can reflect their core values and advance their overall purpose through their investments.
Rebecca FentonClient Director

How to invest

Please contact Anthony Dickson or Rebecca Fenton who would be delighted to speak to you about how we can help meet your investment requirements.


Helping charities and community groups is important to us. We are proud to partner with organisations making a difference in many of your communities.