Charities

I think you have to learn that there’s a company behind every stock and there’s only one real reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
— Peter Lynch

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.