We have over 50 years charity finance and governance experience. We have worked in a professional capacity in finance and investment roles, combined with acting as trustees and treasurers for a variety of charities.

 

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 the 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 (AMRC) and then the Association of Charitable Foundations (ACF), both for six years each. He currently represents ACF on the Charity Commission SORP committee. He is a trustee of a scholarship fund for the farming community and a Charity Common Investment Fund.

James has used all this experience to develop the discipline and practice of managing endowments. He convened and chaired the report on the “Governance and Management of Endowed Charitable Foundations” published by ACF, and has sat on the steering committee of the various follow up reports. He convened the first network for Finance Directors of endowed grant making charities, and was a founder member of the equivalent European network. He writes and speaks extensively about charities and their investments. For all this he was recognised in 2017 by the Charity Finance Group as one of their three inaugural ‘Inspiring Leaders’ in the sector.

He is an Associate of the Institute of Chartered Secretaries and Administrators, has a Diploma in Charity Accounting from ICAEW, and has completed the Yale Endowment Management Programme.

Guy Davies

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For over 20 years Guy has had a number of 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 in a trusted advisor capacity. With a varied portfolio of voluntary roles, Guy's core skills cover audit, governance, grant making, fund raising, and financial advice for over £300m charitable assets.

Guy has specialised in military charities having served in the Army, becoming a Trustee of ABF The Soldiers' Charity and The Army Central Fund. Guy is a Trustee of Blind Veterans UK. He chairs the Investment Sub-Committee and is on the Board of The Armed Forces Common Investment Fund, a pooled multi-asset fund. Guy is on the Advisory Board of Insignis Asset Management, which offers active cash management. He sits on the management committee 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 the co-founder and Director of Charity Investments, a digital database of charity investments and managers. This enables charities to review their investments in one place and on a consistent basis www.charityinvestments.co.uk

Guy is a Chartered Fellow and Chartered Wealth Manager of the Chartered Institute of Securities and Investment.



Thank you for your professional and yet personable approach
— Director, International Foundation
Yoke has led the Trustees to develop their thinking further
— General Secretary, Trade Association