Isobel Fraser: Why do charities invest?

This week Isobel Fraser joins me to discuss why charities invest. We discuss how Charity clients differ from traditional private clients, the difficulties charities are facing at the moment as events are cancelled and their income deteriorates. Finally, we cover how ESG and ethical investing applies to Charity portfolios.For more information on any topics covered in this episode, get in touch with Isobel herself using the link above or the team at Waverton.co.uk.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Isobel Fraser -  https://www.linkedin.com/in/isobel-fraser-05a54483/This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.  Authorised and Regulated by the Financial Conduct Authority.  The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.  This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services.  We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.