Charities

Wealth Advice for Charity Trustees

Our goal is to assist charity trustees in fulfilling their obligations, understanding the risk in the charity's investment portfolio and managing their investment portfolio on their behalf.

A charity's investment portfolio should be constructed with an appropriate level of risk to meet the charity's
long-term financial objectives, subject to any financial and budgetary constraints.

Towry’s wealth advice for charities brings together independent investment management and sophisticated risk controls for charities, providing a comprehensive approach to meet the investment needs of charitable organisations.

Our services include:

• Independent investment management
• Active management
• Risk management
• Strong governance
• Regular reporting

We understand the regulations, principles and best practice guidance as stipulated by the Charity Commission.

If you require any further information about wealth advice for charity trustees please don’t hesitate to contact us.

Important Notice

The Towry Independent Investment Management service invests in assets which can go down as well as up in value. This means that the value of your portfolio can fluctuate and, therefore, you could get back less than you invest.