Cartwright services are tailored to precisely fit your needs and our solutions are both sophisticated and practical without being overcomplicated or overpriced.
In the ever changing world of finance we aim to keep you fully informed on the latest regulatory changes, industry initiatives and new opportunities.
Cartwright regularly offer trustee training, in person or via video conferencing, and host events to keep you informed and sometimes entertained!
Find out what it is like to work with Cartwright and how we can support you and help you reach your full potential.
An insight into our company, its people, and our culture as well as a quick look at what others have been saying about us!
How to find the Cartwright offices and how to get in touch with us.
Use us to get the insights and tools you need to make informed decisions that are right for your charity and its purpose.
Although the Charity Commission guidance is not prescriptive it is an area that needs a certain level of thought and expertise. Once you look beneath the surface, many so-called ethical funds or investments may not be as ethical as they claim.
As a charity you have the added challenge of balancing your ethical and financial goals. Often, but not always, this falls under the banner of ‘ESG’. We’ve worked with plenty of organisations to build responsible investment strategies that align with their purpose.
Use us to:
Case study - The client initially held a portfolio of equities with a bespoke ethical mandate. Alternative asset classes were excluded from the portfolio not because of a lack of want, but an expectation that it wouldn’t be possible to find alternative investments that met their ethical criteria. We worked closely with them to understand their needs and to find them easily accessible and (crucially) inexpensive pooled funds that both improved the diversification of the overall portfolio and continued to align to their charities mission.
We’re a signatory of the United Nations Principles for Responsible Investment which incorporates ESG issues into investing.
See how well aligned your investments are with the globally agreed aims of the Paris climate summit around reducing carbon emissions. We complete the Paris Agreement Capital Transition Assessment (PACTA) analysis for our clients.
We’ve also been awarded Carbon Neutral Plus status by the independent consultancy Carbon Footprint Ltd (CFP).
Portfolio Health Check:
Find out if your charity's assets are in good shape for the future
Unrestricted Assets Strategy:
Support and guidance to help you identify the right strategy for your charity?
Mission Aligned Investment:
How to align your assets with your charity's mission and ESG principals
Secretarial and Governance:
Support for your trust to ensure all aspects of your charity are working together effectivelyAt 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.
Recent feedback from Chief Executive OfficerYou may be losing out if your charity is not set up to allow someone to donate to your charity in bitcoin. The popularity of digital currencies is rising, and accepting bitcoin donations is fast another norm.
Find out how Cartwright can help you to accept bitcoin donations >>
Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.
