Unrestricted Asset Strategy:Tailored strategies to suit your unique needs

Strategy development and implementation

If you’ve ever thought about a wealth manager for your charity, or perhaps you already have one, then we’re asking you to think bigger.

You don’t deserve off-the-shelf packages. Or for your charity’s unrestricted reserves to be plonked into one of five asset management buckets based on your answers to a few standard questions.

We work with you to tease out the unique requirements you have for your charity. That’s a process in itself – deeply ‘getting’ your objectives. And, once we fully understand them, you won’t have them bent out of shape to fit around us.

Our approach

You’ll get a clear plan for your charities financial future and resilience. We take a holistic approach that, when completed, gives you just that.

No two clients are the same and so each approach is different. You will roughly follow a four-point process to keep everyone moving forward together.

Objective setting

Your investment adviser will work with you to understand your priorities and cover topics like:

Time horizon – how long will you need your assets to last?
Understanding risk – what does it mean and what are your attitudes towards various risks?
Cash flow projections – how much are you expecting to receive / spend?
Environmental, Social & Governance issues – how these can help align your strategy to your mission?

Strategy development

Using everything we’ve learnt about you we work with you to set your bespoke strategy:

This includes agreeing which asset classes to invest in - for example, getting the right mix between equities, bonds and cash.
We use market leading software to illustrate the risks and give you comfort that you are taking the right action for your charity.

Manager selection and implementation

We complete continuous, in depth quantitative and qualitative analysis to give you comfort in the funds you select:

Depending on your needs we will give you direct recommendations or arrange a beauty parade for you.
We can implement your strategy either directly with the fund managers, relieving you of paperwork, or we can invest via an investment platform which typically brings better economies of scale and investment opportunities.
Access to best-in-class investment funds through our investment fund research.

Monitoring

We help you stay the course with monitoring services that suit your need; from short one-pagers to in-depth reports:

We can provide quarterly, six-monthly or annual reports covering strategy performance, fund performance, projections, etc.
We also offer proactive monitoring of markets to help you spot opportunities and threats early and react quickly.

That’s why we can say we offer a truly bespoke, professional and high-quality investment service, the kind ‘only large trusts’ or those with a large reserve have tended to enjoy up until now.

Why we’re different

We’re experienced specialists in getting results for those with a smaller amount of assets in their reserves – £5-500m in assets under management.

Our strategic partnerships give you access to institutional-quality solutions - for example, we work with leading institutional investment platforms and investment managers to give you the benefit of lower institutional fees.
We’ve been managing transitions of this nature for decades. We provide the analysis and reasoning to persuade your internal stakeholders and we cover all the paper work and project management from start to finish.
You get truly tailored, unbiased advice from a team with a personal touch, who know their stuff and are only a phone call away.

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