I have spent over 30 years working in the charity teams of several leading investment houses.
During this time I have seen "The Good, The Bad and The Ugly" and this relates to the actions of both charities and Fund Managers. I firmly believe that charities, with increased scrutiny from the regulator and the public, now more than ever need help ensuring that they get the most from their investments.
I have considerable experience as a charity trustee having been a founding trustee of the Honorary Treasurers Forum and a non executive director of the NCVO trading board. Currently I sit on the investment committees of both Portsmouth Cathedral and The Portsmouth Diocesan Board of Finance. Sitting on "both sides of the table" has given me a very useful insight into the relationship required between charities and their Fund Managers to ensure that the stewardship of their valuable assets is undertaken at the highest possible level.
In setting up PMIR my intention is to provide charities with a clear, concise and cost-effective method of reviewing their investment arrangements.