Trustees have a principal duty to ensure that their charity’s funds are prudently invested. Periodically they should review the situation, be satisfied that they have received appropriate advice and have acted upon it where necessary. We collaborate with the independent investment consultant Yoke and Company to offer three core services to clients:

• Investment Management Reviews: A periodic investment review, undertaken by Yoke and Company, enables Trustees to have confidence in their investment manager selection, get better investment outcomes, better fee negotiation and meet their fiduciary duty to undertake periodic reviews.
• Trustee Training: To empower Trustees to make decisions and fully understand the rubric of investment we provide a fixed price half day package of training.
• Ad Hoc advice and Consulting: Yoke and Company offers flexible support to client Trustees who need advice, find themselves in conflict with their managers or need short term investment counselling.

To learn more about our services in this area, please email Benjamin Janes at [email protected].