Pension Fund

Since 2008, we have managed the commercial investment portfolio of this religious establishment, with a capital value of circa £77 million and annual rents of around £3.5 million. Income is key to this client to maintain operational buildings and to provide pensions for retired clergy.

We provide our client with a comprehensive investment management service across the entire portfolio, from top-down planning to bottom-up stock selection and hands-on asset management. We also manage the ancillary services required for day-to-day running of their portfolio. Our work has repositioned their portfolio through restructuring into direct property investments with greater growth prospects that also met their overall objectives. 

get in touch