Charities and trusts

Advisers for investment houses and trustees of charities
and trusts

We act as a conduit between investment houses and trustees of many charities and trusts. Our job as advisers is to ensure that the investment houses selected continue to deliver reliable, prudent and risk-managed returns for the trustees and ultimately the beneficiaries.

Being a trustee can be challenging, in particular, the Trustee Act 2000 requires all trustees to obtain and consider ‘proper advice’. We can provide this advice and ensure you fulfil your legal duties and responsibilities.

We work with trustees to gain a full understanding of their requirements and then we help design an Investment Policy Statement. This statement is used as the ‘basis for tender’ to various investment houses. We then help trustees decide which investment house is most suited to their needs and construct portfolios to help achieve strong returns for the appropriate level of risk. We are mindful of income requirements, restrictions, ethical considerations as well as risk and the levels of volatility trustees are happy to accept.

Contact us to see how we can help you.

Lead contact

David Painter

Chartered Financial Planner and Director

David Painter heads the financial planning team at Moore Kingston Smith Financial Advisers. As well as managing the team’s overall strategic direction, he remains a hands-on adviser to his loyal long-standing client base. David understands that financial planning is far more personal than simply balancing the numbers. It’s about individuals’ hopes and dreams. He helps entrepreneurs and owner-managers understand what they want and, more importantly, what they need to realise… Read more