+41 22 508 30 25
+44 20 4577 1828We seek to build a trusted relationship with Charity Trustees, your advisers and consultants to help your charity devise a more secure financial future to support your causes for many years to come.
Local and national charities of all sizes and across a wide variety of sectors come to us for our high standards of service. We focus on building close working relationships and aim to provide flexibility in how we manage your charity's investment portfolio.
We seek to understand your long-term financial goals, investment policy and attidtude to risk, working closely with your trustees and support the wider management team.
We have extensive experience within the charities sector, with several staff members serving as trustees allowing us to understand the challenges you face from your perspective.
We have the resources to provide customised investment strategies to give you peace of mind that your charity's assets are managed in line with your values, goals and expectations.
Helping trustees to fulfil their obligations is an important part of our relationship. We’ll make sure you always have the information to make the right decisions and feel confident in your role.
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Terms of business
You can choose to set up either an indirect or direct relationship with us to manage your clients' investments; you will need to complete the appropriate application form on this page and return this to your local contact.
You can 'introduce' your client to Dalton Steiner for your dedicated Investment Professional to work directly with your client in completing a risk profile and ascertaining your client's needs and objectives before building an investment portfolio.
We can work with you on behalf of your client, with your dedicated Investment Professional working with you to complete a risk profile and ascertain your client's needs and objectives before building an investment portfolio.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
