Michael Turner, Senior Investment Director touches on this, and discuss his thoughts on how the markets may evolve from here. Michael sits on our Collectives Committee, which makes recommendations on third-party collectives for inclusion in clients’ portfolio.
Charity Services
Specialist investment management
As a client, you will receive an expert and bespoke investment management service for your charity.
Expertise that you can trust
If you are looking to protect and build your charity’s investments, you can be confident you are in expert hands with us. We have been working with charities in the UK for more than 80 years and currently manage £3.4bn on behalf of nearly 1,200 charities*.
*As at September 2019
*As at September 2019
Managing your charity's investments
It’s important that you receive the right asset allocation strategy, backed up with good sector and stock decisions. Our investment managers will work closely with you to understand your needs and design a strategy to achieve your objectives.
Your goals and ethical priorities
Whether you are aiming to grow your investments or generate income, your investment manager - not a relationship manager - will work with you to create your bespoke portfolio. This can be overlayed with your bespoke ethical policy.
City of London Wealth Management Awards 2019
Proud winners of 'Charity Investment Team of the Year'
Find out more
Mike Marsham
Head of Charities
To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.
Webinar: Managing investments in unprecedented times
How can Charities navigate their investment portfolios through the challenges of Coronavirus?
Our charity services
Performance and fees
By regularly reviewing your strategy and performance we can be sure that you are getting a bespoke and suitable service.
The Charities Team
For our client's benefit, we have recruited and retained high calibre fund managers for our specialist Charities Team.
Events and training
Take advantage of our free training and charity education seminars, designed to support your trustees and senior officers.
Third-sector partnerships
To 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.
Find out more
Mike Marsham
Head of Charities
To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.
Useful documents for Charities
Jargon Buster - definitions of our investment terms explained
Charity Matters Autumn 2018 – Our Charity publication including articles on how easy it would be to impeach Trump, and ethical investment's move into the mainstream.
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.
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.