In this video series we take a look at six of the most common questions that directors and trustees of not-for-profit organisations ask about investing and asset management.
1) What are our responsibilities as trustees?
2) What are the biggest mistakes trustees make?
3) What are the risks we need to consider?
4) What sort of assets and funds should we invest in?
5) Should we invest sustainably? And if so, how?
6) How does an investment consultant add value?
RockWealth LLP is Authorised and Regulated by the Financial Conduct Authority. We are entered in the FCA's register under reference 610181. http://www.fca.org.uk.
Partnership Number: OC387227