KW Protect - for charities and trustees

Charities, trustees and pension schemes have specific needs.

As a trustee you have a legal duty to your beneficiaries, whether they are members of a pension fund; beneficiaries of a charity or private individuals. So you need to know the investment decisions you make are appropriate.

Our service for charities, trustees and pension funds is focussed on making sure your investments meet those unique needs.  These can include:

  • Portfolios managed to meet long term liability profiles
  • Ethical portfolios
  • Cautious portfolios
  • Income portfolios

Our team includes investment managers, researchers and analysts, Trust and Estate practitioners and wealth planners. Each of our charity, trustee or pension fund clients has access to this multi-disciplinary team, to ensure you get the service you need.

We also have a specialist capability in managing short term cash to get a higher return, making sure that every penny of your beneficiaries’ funds is wisely invested.

Click here to contact us or call 01732 758655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.