Charities and Trusts

Savoy has a long history of managing charitable funds, both large and small, for charities with a wide range of interests including the disabled, young people, sport, the arts, healthcare and nature. Our personal approach to investment recognises that your charity's needs are unique and that your investments should reflect this.

Portfolios can be managed on a discretionary or advisory basis and ethical and other considerations taken into account. All portfolios are managed on a segregated basis, invested directly in fixed interest, in equities and in best of breed collective investment funds carefully selected by us.

This approach lets you see exactly how your charity's money is being invested and lets our investment managers use their particular skills to maximise returns whilst managing risks. We also provide flexible reporting and you can monitor activity on-line at www.savoyim.com.

The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.

Contact

Christopher Jeffreys
020 7871 7300