Markets are designed to allow individuals to look after their private needs and to pursue profit. It’s really a great invention and I wouldn’t under-estimate the value of that, but they’re not designed to take care of social needs.
Being a trustee of a charity is a serious responsibility. It need not be a burden however, and we offer a range of services from execution-only trading and provision of efficient custody and administration to advisory and discretionary portfolio management to ease the load.
GAM can create portfolios tailored to the specific needs and objectives of the trust whilst taking into account any ethical considerations. We offer a rigorous investment process, a genuinely personal service and competitive fees.
Whichever level of service is chosen, our stockbrokers are always at hand to attend trustee meetings, if required.