Charity investment services

Helping you help others

Webinar: Power of Community 20th June Midday-1pm

Register for this webinar on-demand, featuring speakers from Investec, UK Community Foundations, and The Bromley By Bow Centre, exploring the impact of the cost of living crisis on the charity sector.

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 £3.3bn on behalf of 1,150 charities*.
*As at March 2021

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.

Ready to have a conversation?

If you would like to have an informal, no obligation, conversation or have any questions, please get in touch.

City of London Wealth Management Awards 2019

Proud winners of 'Charity Investment Team of the Year'

How we can help you and your charity

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 clients' 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.

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.

Our charities team works alongside trusted partner organisations that specialise in supporting charity professionals, advisers and finance managers.