Endowments and foundations
We manage endowment capital to balance long-term growth with the spending your mission needs each year.
Who we work with
Endowment capital invested for the long term
We manage endowment capital for foundations, universities, schools, religious institutions and charitable trusts.
Each portfolio is built to fund the mission today and to keep growing for the generations it will serve.
What we do
Investment policy design
We set out spending rules, liquidity tiers and risk budgets for your board to approve.
Multi-asset portfolios
We build diversified portfolios for growth across generations.
Clear reporting
We write our reports for boards, trustees and donors.
Enquiries
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Important information
The value of investments can fall as well as rise, and past performance is not a guide to future returns.