Greenfinch has flown the nest!

The Archway Project, Bobath Scotland, HEART UK - The Cholesterol Charity and Willow, have each partnered with Greenfinch - our new non-advised investment platform providing members with access to expertly managed discretionary investment portfolios, whilst also giving them the opportunity to benefit their chosen charity/ies in the process.

Greenfinch is a white label wealth management platform enabling charity members to invest in a range of mainstream and ethical portfolios, either directly via a general investment account (GIA) or via an individual savings account (ISA). Each portfolio and product is part of the patented ‘You Give We Give’ (YGWG) donation scheme, which presents socially responsible investors with the opportunity to donate a percentage of their annual profits to a charity of their choice. Investors are also given the opportunity to make an initial donation upon opening their accounts.

As the investment manager, we will match the donation with an equal percentage from our annual fee, and manage the portfolios and products. 

Charlotte Hoare, Fundraising Manager at HEART UK says: “It’s a brilliant idea and lets investors choose what profit percentage they would like to donate to their chosen charity. We’re always looking to expand our fundraising channels, and this is a great new area for us.”

Virginia Anderson, Head of Fundraising at Bobath Scotland says: “Customers really can change the lives of children with cerebral palsy, with Greenfinch adding to every donation you give from your returns. Simply select your charity and let your investment do the rest.”

The rise of online wealth management pioneered by companies like Nutmeg has opened up the market to a new generation of investors. However, unlike Nutmeg, our service is 100 percent non-advised, which means there’s minimal regulatory risk. YGWG is a totally unique way for charities to engage with their supporters and raise funds. 

It allows investors to combine their environmental and social considerations with strategies designed to deliver long-term capital growth. We are confident that this approach will provide ethically minded investors with the investment solutions they have been looking for, while also opening up fruitful new fundraising opportunities for our charity partners.

If you would like more information about how your charity could benefit from Greenfinch and You Give We Give, we would love to hear from you. Please get in touch with Stephanie Barkway on tel: 0207 549 7650 or email: stephanie.barkway@tamassetmanagement.com.

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