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News – 10.04.24
Form PF: Are you up to speed with the latest developments?
Through this insight we will bring to your attention the main changes in a bitesize manner so that you can stay abreast of the requirements as they may apply to your firm. … Read more
Insight – 08.04.24
Thinking of implementing an EMI scheme?
If you're considering implementing an EMI scheme, here is what you need to know … Read more
Upcoming event – 25.04.24
Trustee training workshop
Offering new and existing trustees the opportunity to delve into sector issues, working with our experts and your peers to discuss solutions to complex issues. … Read more
Find us quickly
130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200
Investment consultancy from Buzzacott covers the main areas we see our clients seeking advice on. We provide bespoke service packages around your unique requirements, so you can benefit from just one aspect of the service, a mix of services, or our full investment consultancy solution. We’ll also adapt to your needs as they change overtime. Whatever you require, we’ll tailor-make a solution for you that is aligned to your objectives.
It’s important to regularly review the overall strategy for your organisation’s assets. Changes to trustees, your organisation’s circumstances or objectives, are all prompts for risk and strategy reviews. We review your organisation’s circumstances, objectives and any existing investments, assess the associated risks, and suggest any changes required to align your investment strategy with your goals and agreed approach to risk. Where appropriate, this may also include reviewing ethical or sustainable approaches.
Our understanding of ethical, environmental, social and governance factors, and how these can be integrated into charity investments, is unrivalled.
Read now: Investing charity assets – getting risk and strategy right
Suitable approaches to risk, agreement of any constraints on investments, ensuring your objectives and views are accurately recorded, and using relevant benchmarks for comparison, are all crucial to managing your assets. We review and draft policy statements and mandates that align your investment strategy with your desired outcomes.
There are many reasons why you may need to create an investment portfolio or appoint or replace an investment manager. We construct investment strategies and find, negotiate with, and advice on appointment of the most suitable investment firm(s) to understand and deliver your requirements. This provides peace of mind that a rigorous process has been followed and an appropriate solution implemented.
When assets are invested, it’s important for them to be monitored and reviewed regularly to ensure they remain suitable. We track and benchmark portfolio performance, scrutinise your investments and manager(s) on your behalf, and help you assess risk taken versus return achieved. Rely on our help and expertise to make sure your chosen investment manager is delivering against your objectives.
What works for a long-term portfolio is very different from what’s needed to manage liquid assets. Whether it be cash funds, corporate or government bonds, or deposit accounts, we evaluate the full range of risks to help you decide on the best cash and treasury policy, mitigating risks, matching objectives or liabilities and maximising return. We can also access Foreign Exchange (FX) services to help you manage the impact of FX costs to your organisation.
Read now: Cash and treasury management - time to review your strategy?
Appointing an investment adviser will ensure that your organisation receives professional consultancy on its assets. Performance can be presented in a reassuring way, but having an independent adviser, who can take on the burden of ensuring suitability and investment manager accountability, provides trustees with confidence that their investments are being managed in the best interests of their organisation.
Buzzacott has provided services to the not-for-profit sector since the finances of UK charities first became regulated in 1992. We have committed ourselves to it from the start. Our investment advisers have a wealth of experience in finding the right solution and where possible, negotiating better terms. They can also help to put in place correct policies that will establish suitable investments, meet any legal requirements and adhere to Charity Commission guidance. Our specialists are highly qualified with recognition from the CFA, CISI, and CII, and have over 25 years of experience advising on investments.
Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate some forms of investment consultancy. Some investment consultancy services may not be available to existing Buzzacott audit clients,
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Matt Hodge
Seth Dowley
Time to review your Charity’s Investment Policy Statement?
Cash and treasury management - time to review your strategy?
16 March 2022
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