Director

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 sat on the Charity Commission SORP committee. He was a trustee of a scholarship fund for the farming community, is a trustee of the Idlewind Trust, supporting arts and conservation, 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, as well as the London Business School version.

He is the author of Investing for Charities, writes and speaks extensively about charities and their investments, being recognised by the Charity Finance Group as one of three inaugural ‘Inspiring Leaders’ in the sector.

In 2009 James was one of Anthony Gormley’s 4th Plinth sculptures in Trafalgar Square and performed in the 2012 London Olympics Opening Ceremony.

Director

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.

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.

In 1994 Guy was commanding the Sovereign’s escort in London on a horse but now has come down to cutting around Cambridge and London on his Brompton bike.