We offer a range of services specifically tailored to meet charity needs, drawing on a disciplined investment philosophy and a sophisticated investment process.
Our experience of working with charities means we operate within the framework set by the Trustee Act 2000 and Charity Commission guidance CC14. This ensures that clientsâ€™ requirements are served in the most appropriate way and within clearly defined investment parameters.
Collins Stewart Wealth Managementâ€™s investment expertise is underpinned by a highly personal service and excellent communication, built on the principle of developing long-term relationships. We believe honesty and integrity are vital aspects of the overall quality investment service we provide.
As a leading investment manager and stockbroker, we have the know-how, modern infrastructure and resources to be successful. We see charities very much as institutions requiring the same discreet personal service that we offer our private clients. We recognise administrative support and individual reporting play a key part in your overall needs.
Our core values of quality, innovation, performance and integrity are central to a clear promise to you: we aim for excellence, every day in all that we do.