Guy Davies
Co-founder and Director @Charity Intelligence
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WORK HISTORY
Co-founder and Director @Charity Intelligence
Liverpool, GB
CI is a free online hub for the selection, review and comparison of investment managers, lawyers, accountants and insurance services. Our unique shared services help to reduce costs and increase efficiency. With 30 years’ experience in helping charities transform their precious money into effective investments, we understand the financial, regulatory and governance challenges faced by the sector.For more information, please visit
SKILLS
ABOUT GUY DAVIES
As an FCA authorised and regulated independent investment adviser, I provide holistic financial solutions to charities and trustees. I focus on- helping clients preserve capital and provide income in real terms- managing appropriate levels of risk; and- build long term relationships through good governance.With over 30 years experience working with a broad range of UK and overseas investors, my main skills are in investment management, client relationship management and business development. My clients include- Charities- Foundations- Higher Education organisations- TrustsIn addition to the management of significant businesses, restructuring established investment teams and building a start-up company, I have considerable experience in a trusted advisor capacity. With a varied portfolio of voluntary roles, my core skills cover governance, grant making, fund raising, and financial advice for over £500m charitable assets.If you would like an informal chat, please feel free to contact me on LinkedIn or send me an email on g••••••••@charityintelligence.co.uk
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