Charity Services

Cornelian Asset Managers provides discretionary portfolio management services to charities and their Trustees.  We are based in Edinburgh and manage charitable funds under English and Scottish law. 

We have a highly experienced team of investment managers and a disciplined investment process.

We work closely with charity Trustees to ensure that their portfolio accurately reflects and complies with the Statement of Investment Policy.

Cornelian Asset Managers will provide your charity with:

• An experienced charity investment manager
• Disciplined and robust investment process
• Tailored portfolios to meet the charity's specified investment objectives
• Transparent investment management fees
• Regular reporting and online valuation service
• Attendance by designated investment manager at Trustee meetings

We would be delighted to discuss your charity's investment requirements with you.  If you would like to arrange a discussion, please contact us.