Generation Charity Consultancy
GC
Financial Advisors
Generation Charity Consultancy
80 Coleman St, London EC2R 5BJ
# Generation Charity Consultancy
Generation Charity Consultancy is a London-based financial advisory firm specialising in serving UK charities and not-for-profit organisations. They provide bespoke investment consultancy designed specifically for trustees and executives navigating the complex world of charitable finance.
The firm distinguishes itself through an unwavering commitment to independence and unbiased advice. Rather than pushing products or services that benefit advisers, Generation Charity Consultancy focuses entirely on maximising investment returns, reducing risk and minimising fees for their clients. This client-centric approach addresses a genuine gap in the market, as many charities lack internal expertise to confidently manage their investment portfolios.
Their core strength lies in providing expert answers to the most pressing questions trustees face. They conduct rigorous quarterly performance benchmarking of fund managers against peers, helping charities ensure they're invested with the right providers. They decode the confusing landscape of ethical, faith-based and ESG investments, ensuring portfolios align with organisational values. They also help trustees demonstrate compliance with Charity Commission Guidance Note 14 regarding investment duties—a critical governance requirement.
A particularly valuable service involves identifying and reducing excessive fund management fees, which the firm has found charities routinely overpay. By combining forensic performance analysis with fee benchmarking, they deliver tangible cost savings alongside improved investment outcomes.
Generation Charity Consultancy essentially acts as an independent oversight function for charity investment decisions, providing the professional expertise and accountability that governance best practice demands.
Generation Charity Consultancy is a London-based financial advisory firm specialising in serving UK charities and not-for-profit organisations. They provide bespoke investment consultancy designed specifically for trustees and executives navigating the complex world of charitable finance.
The firm distinguishes itself through an unwavering commitment to independence and unbiased advice. Rather than pushing products or services that benefit advisers, Generation Charity Consultancy focuses entirely on maximising investment returns, reducing risk and minimising fees for their clients. This client-centric approach addresses a genuine gap in the market, as many charities lack internal expertise to confidently manage their investment portfolios.
Their core strength lies in providing expert answers to the most pressing questions trustees face. They conduct rigorous quarterly performance benchmarking of fund managers against peers, helping charities ensure they're invested with the right providers. They decode the confusing landscape of ethical, faith-based and ESG investments, ensuring portfolios align with organisational values. They also help trustees demonstrate compliance with Charity Commission Guidance Note 14 regarding investment duties—a critical governance requirement.
A particularly valuable service involves identifying and reducing excessive fund management fees, which the firm has found charities routinely overpay. By combining forensic performance analysis with fee benchmarking, they deliver tangible cost savings alongside improved investment outcomes.
Generation Charity Consultancy essentially acts as an independent oversight function for charity investment decisions, providing the professional expertise and accountability that governance best practice demands.
Services offered
Investment performance benchmarkingFund manager comparison and evaluationEthical and ESG investment alignmentTrustee duty compliance advisoryFee reduction and optimisationRisk management assessmentInvestment portfolio reportingFaith-based investment solutions