Specialist investment management
As a client, you will receive an expert and bespoke investment management service for your charity.
Our charity services
Third-sector partnershipsTo ensure we give you the best possible service, we work with a number of specialists to maintain our knowledge of the sector and to provide you with the access to important learning opportunities. Your business will be allocated an investment manager with the most relevant specialist experience that matches your needs. This way, we build the best possible relationship with you.
Our charities team works alongside trusted partner organisations that specialise in supporting charity professionals, advisers and finance managers.
Useful documents for Charities
Jargon Buster - definitions of our investment terms explained
Charity Matters Spring 2018 – Our Charity publication including articles on the ideologies of Karl Marx within the current UK political context and investing in social housing among others.
Charity Matters Autumn 2017 - Our Charity publication including articles on the two most prominent themes that drove markets in 2017, economics and politics
Charity Matters Spring 2017 - Our Charity publication including articles on the changing attitudes to monetary policy, and the world of algorithmic and computer based trading among others
Charities Investment Policy Guidelines - Providing trustees with helpful guidance when producing a written investment policy document
View From the Bridge April 2018 - our quarterly publication reflecting topical information and recent changes in world markets.