BAM offers a high level of service as investment managers of Charity investments and acts for a range of religious, educational, medical and grant-making bodies.

A full range of actively managed, customised products on a segregated basis are available through appointment by Charities of Adam & Company as their custodians.

BAM specialises in acting for Charities with investment assets of £100,000 to £10m which are often considered too small to be managed on a bespoke basis, or where the Trustees feel that a ‘common investment fund’ or Unit Trust provided by larger fund management groups are not an attractive option.

By appointing Adam & Company as custodians, Trustees avail themselves of comprehensive administration and banking services, including tax reclaims, custody, settlement and cash management.

BAM gives advice on formulating appropriate investment policy and benchmarks. Regular valuations and reports are prepared and meetings with Trustees encouraged.

We are used to balancing the conflicting needs of Charities for both current income and future capital and income growth and to working within the powers laid down by individual Charities’ trust deeds.

For further information please contact:

Mark Arkwright

    Phone:               015242 72941
    Email:                mark.arkwright@borderam.com