The Shortlist

As a charity you’ll watch every penny every day. As active wealth managers we do exactly the same.

In the current financial climate, charities are feeling the pinch as much as anyone.

Contact: Andrew Selsby, St John’s House, Suffolk Way, Sevenoaks, Kent TN13 1TG Tel: 01732 746700

andrew.selsby@fullcircleasset.co.uk www.fullcircleasset.co.uk

So, it’s more important than ever to keep a close eye on all your assets – something which is second nature to fullCircle.

We monitor markets and economies on an hourly basis and, by managing every single client’s investments on a daily basis, have an unrivalled history of achieving above average growth whatever the market conditions.

Full Circle Asset Management Limited is Authorised and Regulated by the Financial Services Authority

• Investment services suitable for charities, large or small.

• Stewardship of assets on behalf of public and private charities for over 20 years.

Please contact: Hugh Tottenham

27b Floral Street, London WC2E 9DP 020 7812 7026

hugh.tottenham@heartwoodwealth.com www.heartwoodwealth.com

• Several members of the senior management team fulfil personal pro bono roles in the sector as trustees or advisors, giving invaluable experience.

• Testimonials available from long-standing charity clients.

• Staff-owned business ensures alignment of interest with investors.

• 50% business growth in 2009* confirming growing confidence in performance & service.

• Exceptional client loyalty: “over 90% of clients would recommend Heartwood to others” (Independent client survey, 2007).

* Funds under management for charities Heartwood Wealth Management Limited is authorised and regulated by the Financial Services Authority

Boutique Approach, Institutional Backing

Contact: Stephen Browne J O Hambro Investment Management

sbrowne@johim.co.uk

JOHIM’s charity business provides trustees with a service that combines accountability with personal attention to detail. All charity portfolios, whatever their size, are managed on a segregated basis and investment goals are agreed to meet individual requirements. We do not run a single charity vehicle or model

With over fifty years experience of successfully managing charitable funds and in excess of 350 charity clients.

JPMorgan Asset Management

katie.j.delacombe@jpmorgan.com

JPMorgan Charity Services offers a wide range of investment services on both a pooled and segregated basis, which can be tailored to individual client requirements.

portfolios as this inflexible approach to investment management is the antithesis of our culture.

• Direct relationship with fund managers • Average individual experience of 23 years • Institutional investment process • Backing of owner Credit Suisse

In particular, our clients benefit from: • the expertise of a team with extensive knowledge of charity fund management;

• the investment management capabilities • the highest quality of client service.

Ensuring your cause has maximum effect

Gilbert Rizk

Head of Charities, Kleinwort Benson, 30 Gresham Street, London, EC2V 7PG

charities@kleinwortbenson.com

Traditionally, some investment managers co-invest their charity clients into common pooled funds or make extensive use of in-house products. Kleinwort Benson’s dedicated team offers bespoke, cost- effective, portfolios constructed to suit

individual objectives and commitments,

including ethical screening. We operate an ‘open architecture’ platform where we select from a range of external managers, following a rigorous research and due diligence process. This results in a robust portfolio specifically designed

to meet your needs.

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Charity Finance April 2010

www.civilsociety.co.uk

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