Overview

At BRI we have extensive and in-depth experience of helping many charities to protect and grow their assets. We understand that the charitable sector encompasses the broadest possible range of investment requirements and, that just like our private clients, each has its own unique investment need.

Indeed, our truly insightful and bespoke approach to wealth protection is, perhaps, why well-known charitable organisations have chosen to work with BRI to protect and grow their assets for the past 20 years.

Investment Services

Managing an investment portfolio with the care and professionalism it deserves is extremely demanding. The speed of economic and political change, combined with the ever increasing range of news sources makes it extremely difficult for trustees to keep fully informed and to interpret how their investments are affected. Consider too that the administration and paperwork associated with running a suitably diversified portfolio can be time-consuming and any errors or delay in administration can be costly.

BRI’s discretionary management service means that the trust’s portfolio is actively managed in line with the charity’s unique objectives. We make all the relevant investment decisions and carry out all of the necessary paperwork on behalf of the trustees.

We are able to do this so effectively because, from the outset, we take the care and time to understand the charity’s requirements, as well as the trustees’ collective attitude to risk. During our initial meetings we will discuss the full range of asset classes available and suggest how we would tailor the portfolio to best meet the charity’s investment aims and attitude to risk. This information is provided to the charity’s trustees in a tailor-made investment proposal.

Once it is agreed that our suggested approach meets the charity’s objectives, we’ll use these parameters as the basis for day-to-day investment decisions. We will also review these parameters and recommendations regularly to ensure that the portfolio remains suitable and, should change be required, we can gradually adapt the structure of the portfolio so it remains in line with any changing requirements.

And, whilst collective investment options and off-the-shelf products may suit the needs of many charities, there will be those whose investment aims and objectives require a more sophisticated and tailored approach. For such charities we are able to construct a portfolio combining a range of individual equities as well as collective investments.

Investment in individual company shares enables charities to enjoy the benefits of a truly bespoke portfolio, weighted accordingly across industry sectors, asset classes and geographical areas that, in our view, are most likely to give superior returns for the prevalent economic conditions. We can also guide you through the selection of fund managers who we believe to have the most appropriate credentials when selecting more complicated alternative and overseas investments.

Investment Policy Statement

Having worked with charities and trusts for many years, we understand the value of a robust Investment Policy Statement (IPS). At BRI we pride ourselves on helping to establish, review and monitor an effective IPS that truly meets the trust’s needs