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News – 04.05.21

Is the M&A market in a "new normal"?

As the country moves into a “new normal”, is the M&A market following suit? We explore which of the pandemic-induced changes to dealmaking are likely to be temporary, and which are here to stay across three key areas. … Read more

Insight

Wellbeing benefits now included with group insurance policies – find out how you can take advantage

Wellbeing benefits are now bundled within group insurance policies. Here’s a summary of what’s available to you. … Read more

Upcoming event – 11.05.21

Managing charity property in partnership with Stone King and Gerald Eve

This webinar is aimed at finance managers of charities who own or manage property. … Read more

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130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200

Buzzacott_not_for_profit_services_Investment_management_for_charities

Investment management consulting for charities

If you oversee charity or trust funds, then you can face an ever-increasing weight of responsibility thanks to current global economic uncertainty. Share that weight with us. We've been giving charities the objective information they need to make the right decisions for years.

Advice for trustees and charities

Investment strategy

Review existing investments, assess risk and suggest any changes needed to bring it in line with the overall strategy and ethics of your charity or trust.

Effective investment management

When you need a new or replacement investment manager, we can help you find, negotiate with and appoint the most suitable candidate. Monitor performance: We track portfolio performance, meet regularly with your investment manager and help you assess risk taken vs. return achieved. You can rely on our help and expertise to make sure your chosen investment manager is delivering what you need.

Cash management

What works for a charity or trust’s long-term portfolio is very different from what’s needed to manage its liquid assets. We evaluate the full range of market strengths and risks to help you decide on the best home for your cash deposits.

Ancillary services

Aside from investment advice, we can also offer access to Foreign Exchange (FX) services through trusted third parties and help you consider and manage the impact of FX costs to your organisation. Buzzacott has spent many years supporting trustees, so our Financial Planning team has an exhaustive understanding of the workings and challenges of the charity sector. To stay on top, our clients often draw on the skills of the wider firm, in particular our dedicated charity and not-for-profit team.

Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority.