Who We Work With

Charities & Foundations

Charity trustees face increasingly complex governance, operational and regulatory challenges. We seek to reduce some of those challenges by ensuring the investment portfolio operates at peak efficiency to meet your charity’s objectives.

Our investment managers draw on their considerable experience to understand your charity’s objectives, risk profile and ethical investment requirements. We then work with the trustees to construct or implement an investment policy statement and help to ensure individual investments within the portfolio do not contravene the charity’s stated operational or ethical objectives.

We offer clear and concise reporting to charity trustees to enable you to assess performance against stated benchmarks and to review individual holdings against your investment policy statement.

Communication is essential, especially regular and face-to-face meetings with you. We do not employ relationship managers because we want you to have confidence in your investment managers and we believe you cannot have that relationship via a third party.

The range of charitable sectors we have experience in, is broad and includes those focused on: education, religious orders, the arts and the environment.

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

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