Creating order

Charity Fund Investment, Wealth & Asset Management

Cantab serves Charities with a bespoke wealth and fund management service.

Cantab Asset Management's Charity Service looks after a select group of charities and foundations in the UK and overseas. Absolute discretion and trust are the watchwords for our team. We work closely with trustees and advisers to provide the advice and expertise required for individual fund management needs.

We assist in the structuring of investments and the cashflow planning to address particular circumstances. We provide the professional skills to tackle the wide diversity of interests, trusts, and charitable activities which may be involved.

Investment Management

We provide both advisory and discretionary investment management services. We will work to establish the levels of risk and return which trustees consider appropriate and develop a financial plan to facilitate the achievement of objectives. We will discuss any investment preferences which trustees have and incorporate these into the planning process.

Our discretionary wealth investment service will then work to implement the plan, report back regularly to trustees on the performance and provide guidance on the achievement of desired objectives. The investment manager will create and maintain portfolios that are specifically designed for the trust and customised towards helping achieve objectives on a pre-agreed risk profile.

Alternative approaches

Cantab Asset Management are creative and flexible and can provide trustees with innovative solutions to challenges that are faced as the interests of the charity are considered now and in the future.

As you would expect from Cantab Asset Management, we will provide the professional skills and the business analysis and research to assist you to achieve your objectives.

Contact us for more information regarding our asset management services for charities.

Download our briefing notes to read further.

Cantab Charity Service

Our Advice Process for Institutions

Looking at Alternative Asset Classes for Institutions

quote-leftwisdom is with those who receive counselquote-right