Investing Your Charity's Money For The First Time

01 October 2018

Waverton has been managing charity assets since its inception and we have learned a lot along the way about the barriers that trustees have to deal with before they are comfortable investing their money. Many charities have been sitting with cash for a number of years; this may be due to unreliable funding streams and a need for short-to-medium term liquidity or, perhaps, a risk averse trustee board.

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