Did you know that Cartwright work across a number of business lines? Keep up to date with all our current news from across Cartwright.
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In the world of charity investment, few processes carry as much weight as the investment manager selection review or, as it is commonly known in the industry, the ‘beauty parade’.
Cartwright Charitable Trusts, specialists in helping charities build financial resilience, today said charities could be missing opportunities to make the most of their funds by sticking with legacy investment arrangements and generic, off-the-shelf portfolios.
By adopting our strategic approach and with access to our institutional funds, Citizens Advice Haringey’s long-term expected returns on their unrestricted reserves increased by circa 9% per annum.
Following another year of all-time highs in equity markets, investors are looking forward to the year ahead with a mixture of optimism and skittishness.
Our client, Hyde Charitable Trust (HCT), is part of the Hyde Group who are one of the largest and most diverse housing and community services providers in the country. HCT supports the work of the Hyde Foundation, the communities and social investment team, through the provision of grants and community support.
With many stock markets around the world hitting record highs on a near-daily basis while crises loom on multiple fronts, it is anyone’s guess what lies in store for equities in the months ahead. As Bloomberg’s Market Live Blog puts it, this is “the rally no one trusts”. But it’s also the rally no one wants to miss out on.
Cartwright Charitable Trusts, specialists in building financial resilience for small to medium sized trusts, today urged charity trustees to reconsider the role of cash in their investment strategies, warning that excessive cash holdings could undermine both the long-term impact and the financial sustainability of their charities.
Cartwright today announced it had further enhanced its development team with the appointment of Carl Rodrigues as Growth Manager...
Cartwright launches new brand identity and five business lines
Cartwright, specialists in building financial resilience for small to medium sized trusts, today launched a new brand extension designed specifically to provide tailored solutions to charities; ‘Cartwright Charitable Trusts’
Cartwright and K3 Advisory announce the successful completion of an £85 million buy-in across two schemes securing the benefits for members for a total of 189 pensioners and 87 deferred members
Cartwright announce the appointment of Alex Nadolny and Danny Squire to their pensions administration specialist project team
Cartwright says that it is entirely possible for well-funded smaller schemes to complete both a buy-in transaction and a full wind-up within two years
Cartwright today announced the appointment of Ian McKnight as Senior Adviser, with an initial focus on business development
Cartwright announces the appointment of Manchester-based Yona Chesner as Senior Investment Consultant and Head of Investment (North)
At a time of increased uncertainty, Cartwright offered an approach that understood the issues we face and the challenges of the future. Cartwright has been our partner on this journey from the start offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector.
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