Governing an organisation that delivers public benefit, along with the accompanying responsibility, is something we understand because many of our partners are trustees of charities and not-for-profits themselves.
Our team also has considerable experience of managing funds for charities and not-for-profit organisations.
Using our first-hand experience, we have shaped our service to address the needs and challenges of those charities with a million pounds or more to invest.
Our clients span a broad range of charitable purposes and we recognise that one size does not fit all.
Your unique objectives should drive the investment process from start to end. We listen carefully to understand your needs and build a genuinely bespoke portfolio to address them.
We respond to your ethical concerns, using market-leading research to identify companies and countries that might contravene the standards you set. We are happy to guide you through the sometimes-complex process of establishing practical ethical investment parameters that are appropriate for your organisation.
James Hambro & Partners is committed to delivering clear communication. You can talk directly to the team managing your money whenever you need them. We will deliver reports tailored to your needs and designed to be understood by trustees of all levels of financial experience.
We actively seek to build on our insight and knowledge of the sector, sharing and debating issues through our membership of organisations such as the Charity Finance Group and Charity Investors’ Group.
Last, but certainly not least – investment performance. We are twice recent winners of the prestigious Charity Times Boutique Investment Manager of the Year Award. For more general information on our services to charities and not-for-profits and detailed performance numbers, contact Daniela Jaume.
Read our guide to see how we incorporate sustainability within our investment process.