Investment advice & support for charities in the UK

Charity Investment Services Limited provides specialist investment advice and support for charities in the UK. Contact Bob Devine today for a tailored service to help your organisation maximise the return on their investments.

Vision

To use my expertise to help charities make good decisions about investing charity funds, maximising the return on their investments and fulfilling their legal duties regarding financial assets.

Do you invest charity funds in financial markets and in your busy schedule is it difficult to keep a close eye on how your assets are being managed?

If that is the case I can provide professional support, advice and guidance on a consultancy basis. I can save a charity a lot of money by supporting the director of finance with investment decisions, using investment management firms on an advisory basis, rather than on a discretionary basis.

Following an extensive career in the City, including managing investment portfolios for charities, I established my investment consultancy specifically to achieve this.

I obtained written permission from the Charities Commission to incorporate Charity Investment Services as a limited company and to work in the charity sector as an investment consultant.

Credentials

Investment specialist with fifty years’ experience in investment banking and asset management.

Five years focused on managing investment portfolios for charities.

Five years recent experience working as an investment consultant for disability and religious charities.

Specific expertise working at senior executive and senior director level with large top tier financial institutions including Nat West, Barclays, Bank of Nova Scotia, Oxford Economics, and the Syndicate Asset Management Group.

Clear understanding of ethical and sustainable investment policy, protecting the real value of the investment portfolios and in delivering absolute returns, within an acceptable level of risk.

Member of the investment committee of a leading religious charity, guiding investment policy and strategy.

Extensive network within the investment management and fund management communities in the City.

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Tailored consultancy

I work with charities and non-profit organisations to help them create sustainable and ethical investment policies, and investment strategies that provide stability and security, protecting the real value of investment portfolios and delivering absolute returns.

Before exercising any power of investment a trustee has a legal duty under the Trustee Act to seek independent expert advice and with my background, knowledge and experience I can truly provide the independent support, advice and guidance to assist trustees in meeting their legal duties in regard to investing charity funds.

If you’re looking for investment expertise tailored to your type of organisation, then don’t hesitate to contact me today.

Services

Public speaking

Who do I speak to:

School Pupils.
College and University Students.
Chambers of Commerce.

What do I speak About:

Economics and Investment Markets.
The Financial Services Industry.
What it's like for a new entrant working in Investment Banking or Asset Management.
My personal experiences working on the Stock Exchange and the trading floors of Investment Banks, and working in Asset Management.