Sponsored by

Quilter

Address: St Helen's, 1 Undershaft, London, EC3A 8BB

Telephone: 020 7662 6262

Fax: 020 7726 8826

Website: www.quilter.co.uk

Background
Quilter is a wealth manager with £7.2bn* in funds under management. Our clients include UK and international charities, trusts, private investors, pension funds and corporate institutions.

We adopt a partnership approach to our relationship with charity trustees to ensure we understand the charity's financial objectives.

Charity Investment Management
• Funds under management of more than £500m*
• A diverse client base including foundations, religious orders, endowed and fundraising charities
• A charity team with local expertise across a network of 12 offices in the UK, Ireland and Jersey
• Specialist investment management with ethical screening capabilities
• Guidance for trustees on preparing investment policy statements
• Comprehensive reporting and access to portfolio valuations via our password protected website
• A competitive and transparent fee structure

Contact
For further information please contact:
Tim Maile, Head of Charity Investment Management
t: 020 7662 6262
e: timmaile@quilter.co.uk
w: www.quilter.co.uk
*As at 30 September 2011

Quilter
St Helen's
1 Undershaft
London
EC3A 8BB
t: 020 7662 6262
w: www.quilter.co.uk

Investment Managers Section
(1)
Quilter
St Helen's
1 Undershaft
London
EC3A 8BB
t: 020 7662 6262
w: www.quilter.co.uk

Head of Charities: Tim Maile

Investment Managers Section
(2)
Quilter
39 Bennetts Hill
Birmingham
B2 5SN

t: 0121 212 2120
w: www.quilter.co.uk

Charity Specialist: David Loudon

Investment Managers Section
(3)
Quilter
Provincial House
37 New Walk
Leicester
LE1 6TU
t: 0116 249 3000
w: www.quilter.co.uk

Charity Specialist: Pam Collins

 

 

Investment Managers Section
(4)
Quilter
12 Princes Parade
Princes Dock
Liverpool
L3 1BG
t: 0151 236 8281
w: www.quilter.co.uk

Charity Specialist: Richard Thorn

Investment Managers Section
(5)
Quilter
Montgomery House
29-33 Montgomery Street
Belfast
BT1 4NX
t: 028 9026 1150
w: www.quilter.co.uk

Charity Specialist: Leigh Yeaman

   
       
Quilter also has offices in Bristol, Dublin, Edinburgh, Glasgow, Jersey, Manchester and Salisbury  
       
       

 


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