Telephone: 0151 236 8200

Charities

“We understand that charity trustee and administrators have many demands put upon them to achieve the outcomes they seek for the causes they support”

At Blankstone Sington, we work directly with charity trustees and administrators to provide our services in a way that works best for them, using our philosophy of making investment simple.

Our first task is always to establish what are the specific charity needs and requirements. Thereafter, our investment process is designed to provide peace of mind, with a consistent framework yet flexibility to take account of any particular investment requirements, all in the best interests of the charity and ultimately the beneficiaries, on an ongoing basis.

We can provide guidance on investment policy statements. We provide thoughts on asset allocation through our internal models to demonstrate how to suitably invest the available capital or alternatively, if required, construct a tailored portfolio to meet the investment policy of the trustees.

We will report regularly and constantly monitor progress against the benchmarks that are set, and hold or attend meetings with trustees and administrators.

All our core investment services are available, but taking into account the responsibility and provided that the trust deed allows for it, we would suggest our Investment Management Service, depending on the level of input and control the trustees and administrators wish to have over every investment decision.

Charities