INDIGENOUS & CHARITABLE CLIENTS

Indigenous and Charitable Clients

INDIGENOUS & CHARITABLE CLIENTS

Our primary responsibilities are the best interests of your charity and helping you to meet your obligations as a trustee.

While no two charities are the same, we understand that many trustees face similar challenges in meeting demands and achieving the best outcomes for the causes they support. You need to be confident that your charity’s investments are being well-managed, to a bespoke brief, by qualified and experienced investment professionals whose skills and knowledge you trust.

We offer a personalised discretionary investment management service that is delivered by dedicated charity investment managers with a thorough knowledge of the charity landscape. We believe that the key to successful charity investment management is a blend of robust and thoughtful management of assets and thorough understanding of their investment requirements.

Our approach focuses on working alongside charities, providing a service and support to them in their community; from the national to the local. Our service is delivered to you with uncompromising integrity and for this we charge a completely transparent fee.

At Giles Wade we offer:
Bespoke Investment Portfolios – We build bespoke portfolios to meet the requirements of each client. We have a dedicated team that will build and manage an individual portfolio that meets the mandate of the Charity or Trust.

Fully Outsourced Solution – We offer an end-to-end solution that assists in the formulation, implementation and management of the trust or charity.

Ad Hoc Services – At Giles Wade will also offer services to compliment your existing skills. We will provide the services you require on a needs basis. We recognize that philanthropy and family foundations require specialist skills such as investment, legal, accountancy and taxation advice. Many clients already have such advisers, and we are familiar with working with such firms to get the best outcomes for the client.

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