Corporates & Institutions » Charitable Trusts

Ord Minnett has developed extensive expertise and an enviable track record in meeting the investment needs of a range of Australian Charities and Foundations, some of which are today household names.

The Investment Committees with which we work look after the financial prosperity of charities that represent the needs of disdavantaged children, the financially disengaged, the mentally or physically handicapped and the aged.

Ord Minnett also manages the investments of Foundations and research Groups from a range of disciplines including health, social services and science.

We understand the investment objectives of these clients and are able to introduce a whole range of service capabilities that are flexible and tailor-made to meet their investment profiles, including Fixed Interest products, SMAs and a range of model portfolio options.

Our Charities and Foundation clients almost all utilise the Ord Minnett Portfolio Adminstration and Reporting Service (PARS) as it affords them all of the reporting and administration services they require.

Additionally, the Charities and Foundations we work with are introduced to our partner firm Australian Executor Trustees (also a part of the IOOF Group) who have been the Executors of the estates of thousands of Australians for over 120 years. 

Where possible, we also work with our Charities and Foundations clients to introduce them to a number of family Trusts and high net worth individuals where we see common interest and passions and at times have worked to produce successful fund-raising events.