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Services for Charities

Charity trustees face a double challenge - to achieve a good return on investments at acceptable levels of risk, and to uphold the objectives and ethical position of their charity.

Because we take time to get to know our clients, we understand the unique demands charity trustees face. Our aim is to provide a professional investment management solution based on a charity's risk profile, long-term objectives and investment criteria.

We offer a full range of services for funds in excess of £500,000, including:

		formulation of an appropriate investment policy
		portfolios tailored to ethical and charitable requirements
		day-to-day administration
		measurement against agreed benchmarks
		clear reporting
		regular meetings with trustees
		nominee service
		tax reclaims

Fee structures are transparent, and are agreed individually based on the services required. We also recognise the value of charities with a 20 per cent discount on our standard management fees.

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Copyright © 2008 Close Wealth Management Group - All rights reserved.
Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited which is authorised and regulated by the Financial Services Authority and is a subsidiary of Close Brothers Group plc. Close Private Asset Management Limited is registered in England No.1644127. Registered office 10 Crown Place London EC2A 4FT. A member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS).