Isobel Fraser: Why do charities invest?

This week Isobel Fraser joins me to discuss why charities invest. We discuss how Charity clients differ from traditional private clients, the difficulties charities are facing at the moment as events are cancelled and their income deteriorates. Finally, we cover how ESG and ethical investing applies to Charity portfolios.

For more information on any topics covered in this episode, get in touch with Isobel herself using the link above or the team at Waverton.co.uk.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ 

Isobel Fraser -  https://www.linkedin.com/in/isobel-fraser-05a54483/

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