Meetings / Reports & Documents

Good evening, Anna.

§ Reports & Documents

Your documents.

Q1 2026 Portfolio Report

New

Quarterly Report · 18 Apr 2026 · 2.4 MB

Annual Tax Statement 2025/26

New

Tax Document · 10 Apr 2026 · 1.1 MB

Investment Policy Statement

Agreement · 02 Feb 2026 · 640 KB

Q4 2025 Portfolio Report

Quarterly Report · 16 Jan 2026 · 2.2 MB

Fee & Cost Disclosure 2026

Disclosure · 08 Jan 2026 · 410 KB

§ Meetings

Scheduled meetings.

29 Apr 202614:00 BST

Quarterly Portfolio Review

Eleanor Whitmore · CIO

12 May 202610:30 BST

Tax & Estate Planning Session

Priya Raman · Wealth Advisory

03 Jun 202616:00 BST

Private Equity Co-Investment Briefing

Marcus Delacroix · Private Equity