The charity will have its own investment manager, who will constantly monitor the charity's portfolio as the investment outlook can change rapidly. Alterations will be made to the investments when required, and in line with the charity's stated investment objectives, ensuring that the portfolio remains suitable for the charity's needs. In addition, the charity's investment manager will also undertake a comprehensive review of the portfolio twice yearly, at which time we consider all aspects of portfolio management.
A further advantage of becoming a discretionary client is that the trustees will automatically benefit from utilising our safe custody service; whereby, stock will be registered in Barratt & Cooke nominee names, with the charity having its own designated account.
In order to keep trustees up to date with the value of the charity's investments, we produce valuations and performance statistics in April and October each year, whilst we also issue end-of-year tax reports in April. However, if as trustees you would prefer to monitor the value of the investments more regularly, you could also take advantage of our online valuation service.
Of course, we pride ourselves on providing a personal, approachable service and therefore if at any time the trustees would like to discuss the charity's investments, your investment manager will be available to arrange a meeting.
If the charity has funds for investment of £100,000 or more, we believe our discretionary offering provides trustees with a professional, convenient investment management service.
Contact us today to find out more.