CHARITY SERVICES
We have been providing strategic investment and wealth management advice to charities for decades. This continues today through our Charity Services team which is driven by a team that is highly experienced within investments and the dynamics of not for profit organisations.
When you are investing funds for charitable purposes, it is essential to be seen as prudent and responsible. But, at the same time, it is vitally important to ensure the best possible return, in order to advance the good cause in question – both immediately and in the longer term.
Our experienced charity investment team works with high net worth donors, trustees and charities. Taking into account your objectives, we will help to devise a robust and truly bespoke investment strategy that will enable you to grow your assets, and maximise the impact of your charitable activities.
We are expert in dealing with all the administrative and regulatory complexities facing charities today. With clients from private charitable trusts, museums, as well as educational, religious and medical causes, our experience in the field of charity investment is reassuringly deep and wide.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Coutts Trust & Estate Planning Services
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All calls with Coutts are recorded for training and monitoring purposes.
All calls with Coutts are recorded for training and monitoring purposes.
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