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.


Key articles, videos and podcasts:

Adding value from climate change

Companies addressing climate change could create huge societal and economic value over time.
November 2023
Article2 minutes

How do we think about investment?

Our new series in which key investment managers give their take on various topics.

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.