A trusted investment partner
Our long-term, considered investment approach is well-suited to the needs of many charities. Our dedicated charity team partners with you to create a bespoke investment strategy mindful of your income requirements and other investment objectives, risk appetite and ethical considerations.
We proactively engage with the trustees of over 150 charities we work with, in sectors including agriculture, arts & culture, church and education to environmental, healthcare and grant-making organisations.
Bespoke portfolio management
Discretionary management with a dedicated investment manager, delivering a bespoke direct equity-focused portfolio. This service is aimed at charities with a minimum investment of £400,000.
Fund Portfolio Service
A discretionary fund management offering, the WS Opie Street funds ensure a comprehensive and diversified investment solution. The range consists of three funds with varying risk profiles and investment objectives. Our Fund Portfolio Service is aimed at charities with a minimum investment of £100,000.
Ethically aligned investing
For clients who want to ensure their portfolios are aligned to their ethical values, we can integrate environmental, social and governance (ESG) factors into their investment strategy. Our ESG Portfolio Service is aimed at charities with a minimum investment of £400,000.
How we invest
We manage equity-focused portfolios with the aim of compounding your wealth over time. We aim to achieve outperformance over the long term, by seeking businesses of a high quality, that we believe can deliver enduring returns. Understanding your needs, appetite for risk and time horizon forms the foundation of our investment approach.