Investment Management

"An increasing number of UK community foundations now benefit from the in-depth financial advice and know-how that the Coutts charities investment team provide. We value the relationship our network has with the bank, as we continue to build philanthropic assets that benefit the well-being of local communities across the UK."

Clare Brooks
Director, Network Development, Community Foundation Network

Our Approach to Investment Management
Our investment management service demonstrates a clear understanding of the need for charities to maximise the value of their resources while keeping risk strictly under control.
Working closely with trustees and the executive team, our investment management specialists can help develop a strategy to enable your charity's specific financial goals to be achieved.
Based on your requirements we will build a diversified portfolio, which may include a carefully selected mix of any, or all of the following components:

  • equities: direct and through third party funds
  • bonds: direct and through third party funds
  • cash: short to long-term investments
  • alternative investments, hedge funds, property, customised investments (where appropriate).

The combination of the above asset classes we believe will achieve the potential for higher returns through:

  • a wide range of asset classes aiming to capture additional sources of return
  • greater focus on global asset allocation and generating real returns
  • use of both passive and active investment strategies.

Managing portfolio risk is a key element of our service and we actively control portfolio risk against clients' needs.

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