Specialist investment management
As a client, you will receive an expert and bespoke investment management service for your charity.
City of London Wealth Management Awards 2019
Proud winners of 'Charity Investment Team of the Year'
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 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.