Helena Croft
Reporting lead. Previously prepared trustee papers inside a multi-family office. She writes the cover, the return exhibits, and the letter that goes in the minute book.
Practice
A reporting desk that treats a board date as a deadline, not a notification.
We started the practice after too many charity packs arrived as uncaptioned charts with a covering email that said ‘as discussed’. The work is still the same craft: reconcile the file, lock the exhibits, write only what the file will support.
Service Craftline is based at a studio on Ploughley Road in Toller Fratrum, Dorset. The United Kingdom’s trustee calendars — March year-ends, September strategy days, December spending resolutions — shape the diary more than any product launch would. Most of the work is remote. When a chair wants a table walked through in person, we travel to London or to the charity’s own boardroom.
We are not authorised to give investment advice. That boundary is useful. It keeps the pack from drifting into a pitch. If a holding is concentrated, we print the weight. If a private mark is stale, we print the date of the mark. The committee decides what to do next with its own advisers.
How we work
Figures are locked before adjectives. A second reader checks the source extract against every exhibit. Method notes live under the chart, not in a slide that disappears after the meeting. If we cannot support time-weighted return, we say so on the cover rather than offering a quieter substitute.
People
Marcus Adeyemi
Risk commentary. Draws drawdown paths, concentration tables, and the paragraphs that name what the path does not show. He will not describe a tail he cannot see.
Priya Shah
Contribution and attribution. Rebuilds weights from trades when the administrator’s sleeve map is incomplete, and stops at contribution when a full Brinson split would be theatre.