Website: www.evelyn.com/charities
E-mail: keith.burdon@evelyn.com
X (Twitter): @evelynpartners
Identifying and implementing the right investment approach to meet the objectives of a charity or other non-profit organisation is a significant responsibility for trustees. As a trustee, you need to ensure the organisation’s assets and investment portfolios are working in the best way possible to achieve both charitable and financial aspirations. This can be a complex balance. At Evelyn Partners we can help. Our specialist charities team has been working with charities to help shape their financial futures for generations, building long-term partnerships that ensure we understand not only your investment objectives but the philanthropic aims of your charity. Please contact keith.burdon@evelyn.com Head of Charities for Scotland & NI, for more information.
Exhibition space: 19, Cromdale Hall