Our company:Your business meets our pioneering spirit

How our ethos and culture help to create the perfect fit for your business

First and foremost we’re a people-focused business. With both our clients and our staff.

There are always faces behind the business. It’s something we feel is important to remember.

We trust in our people and their expertise. We know our clients too because we focus on quality over quantity. And, being privately owned means we’re not accountable to anyone else but our clients.

Why choose us

  • We’re specialists in getting results for those with a smaller amount of assets – £5-500m in assets under management.
  • We’ve been doing the same thing for over 38 years and work with over 100 clients with trusts or reserves like yours. We’ve helped them get the results they need with the assets they have available.
  • Our strategic partnerships give you access to institutional-quality solutions - for example, we work with leading institutional investment platforms to give you the benefit of lower institutional fees.
  • We’ve been managing transitions of this nature for decades. We provide the analysis and reasoning to persuade your internal stakeholders, and we cover all the paper work and project management from start to finish.

"Cartwright just get on with it without making things unnecessarily complex"

Find out what else people are saying about Cartwright >>

What you’ll get if you do

  • You get truly tailored, unbiased advice from staff you recognise and who know their stuff.
  • You’ll get an extra level of care with us in comparison to those working in behemoth organisations. We’re small, independent and employee-owned… and proud.
  • Once you’re up and running you won’t then lose your ‘perfect fit’ with us. We care about our clients so we won’t sell out: a contractual guarantee that the company will not be sold ensure this.

Cartwright Charitable Trusts Latest News: Investors are often described as being either ‘institutional’ or ‘retail’, we look at the key differences for charities >>

The latest insights from our experts

At a time of increased uncertainty, Cartwright offered an approach that understood the issues we face and the challenges of the future. Cartwright has been our partner on this journey from the start offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector.

Recent feedback from Chief Executive Officer
 

Yes, you can have the best of both worlds...

Access your business funds when you need them without compromise on growth. Times have changed so we'll work with you to both mitigate your counterparty risk and combat inflation risk so you reap the benefits.

Find out how we can help you to reach your goals in today's financial landscape >

Yes, you can have your cake and eat it!

Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.

Send a message

To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01252 894883 and we will be put you in contact with the right person.

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Accreditations and Memberships

Bitcoin Policy Investor in Customers Carbon Neutral Commitment UN Principals for Responsible Investing Quality Assurance Scheme and Actuaries Code