Charity Investment Review Service
Supporting our local charities and the individuals
At Beaufort Wealth Management Limited, we strongly believe that businesses should do all we can to support our local charities and the individuals who make that community what it is.
The Investment Review Service we provide, performs due diligence on your Investment Fund Manager to ensure their recommendations, processes and results are suitable for your Charity, comply with Charity Commission’s guidelines and their fees are competitive.
Who is the Service for?
This service is suitable for charities, trustees and not-for-profit organisations who entrust the assets of their organisations to third party wealth managers or investment fund managers, who would value an independent assessment off the recommendation provide and performance delivered.
How the Service works?
The Charity Investment Review Service ensures the recommendations and chosen investment strategy is appropriate for your charity and benchmarks investment performance against peers. The review ensures the fees and charges you are paying represent value for money.
Working with an Independent Advisory firm, such as Beaufort Wealth Management Limited, will give you the confidence that the investment strategy and recommendations and investment performance are working for your Charity.
A Changing Landscape
A charity’s financial requirements and goals will likely change over time, so regular and impartial reviews are important to ensure you are still on track. In addition to this investment performance will vary over time.
In a nutshell Beaufort Wealth Management Limited build on the trust you have in your existing Investment Manager by providing an independent due diligence service which will give you the confidence as trustees that the investment advice and investment performance is working for your Charity. The service seeks to ensure through scrutiny that investment fund managers are fulfilling their obligations to trustees.
- Have you seen an increase in fees recently?
- Have you received a breakdown of the fees and how they are being used?
Beaufort Wealth Management Limited will interpret the fee breakdown and identify if it presents value for money and where there could be scope for negotiation.
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