James Brooke Turner
James has worked for endowed grant-making charities for over 30 years, including the Church Commissioners, the Church Urban Fund, and the Nuffield Foundation. He was also Finance Director of Muscular Dystrophy UK, an actively fundraising charity with a grant-making function. In all these charities he has brought a long term and strategic perspective, supporting Trustees as they make their financial and investment decisions.
He has been a Treasurer of the Association of Medical Research and the Association of Charitable Foundations (ACF), and represented ACF on the Charity Commission SORP committee. He was a Trustee of a scholarship fund for the farming community and sits on the advisory committee of a Charity Authorised Investment Fund (CAIF).
James has used his experience to develop the discipline and practice of managing endowments. He convened and chaired the ACF Governance and Management of Endowed Charitable Foundations report and has sat on the steering committee of subsequent reports. He also convened the first network for Finance Directors of endowed grant-making charities and was a founder member of the equivalent European network.
He is an Associate of the Institute of Chartered Secretaries and Administrators, has a Diploma in Charity Accounting from the Institute of Chartered Accountants in England and Wales, and has completed the Yale Endowment Management Programme.
He writes and speaks extensively about charities and their investments, and was recognised in 2017 by the Charity Finance Group as one of three inaugural ‘Inspiring Leaders’ in the sector.
For over 20 years Guy has held senior roles as a charity investment manager working for Barclays, Lazard, Barings and Heartwood Investment Management.
In addition to the management of significant businesses, restructuring established investment teams and building a start-up company, Guy has considerable experience with a varied portfolio of voluntary roles. His core skills cover audit, governance, grant-making, fundraising, and financial advice for over £300m charitable assets.
Having served in the Army, Guy has a strong interest and deep experience and expertise in military charities and has been a trustee of ABF The Soldiers' Charity, is a trustee of the Army Central Fund and Blind Veterans UK, where he is chair of the investment, finances and resources committees.
He chairs the advisory committee of The Armed Forces Charity Growth and Income Fund CAIF, a pooled multi-asset fund. Guy is secretary of the Charity Investors Group, an independent group with a common interest in promoting a greater understanding of investment related issues for charities.
Guy is a Chartered Fellow and Chartered Wealth Manager of the Chartered Institute for Securities and Investment; he is also Co-Founder and Director of Charity Intelligence with Lynn Pates, a digital database of charity investments and managers. This enables charities to review their investments in one place and on a consistent basis.
Lynn has over 25 years’ experience working in financial services, specialising in the third sector. She started her career working in Life and Pensions sector firstly for Royal Life, then Prudential Holborn followed by Sun Life Broker Services in Liverpool.
Lynn spent over 10 years working at a large charity in the finance department of Notre Dame Trustee Company where she was involved in the running of the endowment fund, including cash-flow planning and the appointment and monitoring of external investment managers.
Lynn is well known in the industry for her consultancy work at Asset Risk Consultants (ARC), Guernsey on the Private Client Indices research team before becoming a Director of ARC UK. She was responsible for initiating, developing and leading the ARC charity services. This included architecting and establishing the Charity Indices for peer group analysis on discretionary portfolios and Charity Multi Asset Fund Report. Lynn subsequently became the co-founder and Director of Charity Intelligence with Guy Davies.
In addition, Lynn has provided consulting services that including manager selection and portfolio reviews as well as working as a management consultant for various investment managers and other organisations. She has a vast experience siting on numerous charity boards as a trustee or adviser. Lynn has a maths degree and is a chartered management accountant holding both the ACMA and CGMA credentials.
Ed is an experienced and entrepreneurial adviser with a blue-chip background as an investment expert. He has 26 years of client facing investment experience as an institutional equity portfolio manager and analyst, as a private client adviser, and as an investment consultant to significant private capital. This breadth and depth of experience is invaluable to clients as they benefit from his perspective, knowledge and understanding. He advises individuals, families, trusts and charities.
Recognised as a Top Consultant each year 2015-2019 by The WealthNet, the leading UK private wealth trade publication, where he was noted for the delivery of succinct thoughtful advice. In addition, he was shortlisted as “Trusted Adviser of the Year 2016” by Spears WM and is highlighted in their current handbook. Ed is a current PAM Awards judge and has recently joined an expert witness panel.
He chairs the investment committee of a UK philanthropic historic foundation and is a member of a major charity’s investment committee. Additionally, he is a Governor of the Royal Star and Garter Homes and a Trustee of The Household Cavalry Foundation. Ed is a Chartered Fellow of the CISI, a Chartered Wealth Manager, a Fellow of the Chartered Institute of Marketing (FCIM) and a Fellow of the RSA (FRSA).