Trust/Charities/NGO's Investment management
We offer Trusts/NGOs/charitable foundations individualized asset management services. Thanks to our holistic view of the business, a portfolio of investments can be constructed that is both consistent with the values of the Trust/NGO/charitable foundation as well as achieving a fair market return.
Non-profit organizations are normally measured by how effectively they serve good causes. This also applies to an organization’s financial assets. Therefore, the management of a foundation's financial assets cannot be considered independent of the primary purpose of the foundation. Otherwise, a foundation or Trust or NGO may discover that it has invested in the securities of a company whose business is inconsistent with the foundation's purpose. This can pose significant reputational risk.