Discover how our flagship solution could benefit you
By choosing Discretionary Portfolio Management, your portfolio will benefit from the research and the views of our analysts and investment teams across our group of boutique private banks and wealth managers.
At Quintet, we have a long history of looking after portfolios for charities.
We also recognize that every charity is unique and the customized sustainable solutions we are able to offer our clients represent the best way to meet their objectives in a responsible investment manner. This is as important to us as it is to our clients and the generations that follow.
Tailor-made Investment Solutions
We can provide tailor-made investment solutions that are directly aligned with your objectives and we go out of our way to reflect all the ethical restrictions or ESG concerns you may have.
We are also able to provide help with your short term cash management and have a very flexible Lombard lending offering to help you run your charity as efficiently as possible.
We have a dedicated charities team that works with all our offices to provide local solutions to our clients. We recognize that trustees want to meet the people managing the money and we are happy to provide access whenever required.
Consult with our team of expert advisors today
Making the right decisions now can bring peace of mind of a clearer future for you and your family. To get started, contact one of our experts in your local office.
Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.
At Quintet we are changing the way we invest, and what we invest in, so together we can change the world for the better. We follow a sustainable approach that will only seek to expand on your investment opportunities, not reduce them.