At Mercer and Associates Wealth Management Ltd, we look after charitable funds for a range of organisations. Our service differs from larger investment management institutions in the level of service that we provide and in our willingness to manage smaller portfolios, recognising that every charity is different.

When you are investing funds for charitable purposes, it is essential to be seen as prudent and responsible, whilst at the same time trying to ensure the best possible return in order to advance the good cause in question, both immediately and in the longer term.

We aim to provide an investment strategy to meet individual charity’s requirements, based on a discussion and full understanding of their income, total return and risk parameters. We will then provide a bespoke portfolio designed to meet those needs and objectives. We can then adapt the investment strategy, in response to changing charity needs over time.

We will also provide regular reporting and attend trustee meetings in line with individual requirements.

Additionally; the obligation to actively review and monitor investment policy can effectively be delegated to St. James's Place by virtue of its distinctive investment approach and the important role played by the investment committee.

To find out more about how charity investment services from St. James's Place can meet your particular needs, please contact us.