Your experienced and dedicated client executive focuses on optimising investments in the long term, to meet your charity’s objectives

At AFH Private Wealth, we're experienced in working alongside charity trustees to create tailored portfolios that adhere to their charity's specific investment policy statement.

Should you require, through our Charity portfolio services offering, your dedicated client executive can assist you in seeking the correct advice for the formation of an appropriate investment policy statement, and ensure you're up-to-date with the ever-changing regulatory environment. Your client executive can also discuss the provision of trustee indemnity insurance, and ensure on-going compliance for your charity.

In terms of the wealth management offering, you will benefit from our Discretionary portfolio management service, details of which can be found here.

Are you a charity trustee in need of advice and support?

Get in touch today to see how we can help you 

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