Charity Investments

At BRI Wealth Management, we recognise that each charity is unique. That’s why we dedicate the necessary time to thoroughly understand its individual circumstances, financial objectives, and risk tolerance before crafting a bespoke portfolio tailored to its specific needs.

We work very closely with the trustees and/or investment committees to understand the full needs of the charity in both the short, medium and long term, and modify aspects of the portfolio in line with these.

We have our own in-house portfolio management team that carries out continuous research and due diligence on funds, analyses the markets and identifies suitable investment opportunities.

We are responsible for over £50m in funds under management across our charity and trust clients. All are uniquely bespoke and aligned to the individual charities’ aims and objectives.

Generating a return on your investments

Many charitable organisations face the challenge of generating adequate income to support their philanthropic endeavours. In today’s climate, it is imperative to explore strategies that safeguard long-term funds against the erosive effects of inflation.

Maintaining an open and continuous dialogue with your investment manager is essential. This ensures a comprehensive understanding of the various risks involved and guarantees that your charity’s risk tolerance aligns with its investment strategy.

Ethical investments

At BRI Wealth Management, we can incorporate environmental, social, and governance (ESG) factors into your investment strategy. We identify and evaluate both the risks and opportunities associated with ESG considerations. Furthermore, we are steadfast in our commitment to assisting clients with ethical standards of investing, ensuring that their values are upheld throughout the investment process.

Our services

Professional investment advice
Ongoing support from our portfolio management team
Investment policy statement support
Regular meetings and discussions with trustees and/or investment committees
Access to market commentaries and seminars

Advice Areas

Investment Management

Need Help With Your Charity's Investments?

Get in touch with our experts at BRI Wealth Management to schedule your first free, no-obligation meeting. Let us help you secure a prosperous future for your trust.