Yes

STRAIGHTFORWARD INVESTMENT

Investing is straightforward. A dedicated account team and nominated dealers implement your transactions.

 

Advantages for charities include:

"One of the UK's largest transition and transfer managers."

 

  • Gross payment of investment income from fixed income and cash funds
  • Overseas funds to give you global reach
  • Low dealing costs and management fees

 

And transferring directly held securities into a more efficient combination of unitised funds could not be simpler or more efficient.  We are one of the country's largest transition and transfer managers and are able to absorb and restructure your assets in the most efficient way.