Investec charity services
 

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 £3.1bn on behalf of nearly 1,200 charities*. 
*As at September 2016

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.

Find out more

Louise Hall

Divisional Director

To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.

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 Charity Team

For our client's benefit, we have recruited and retained high calibre fund managers for our specialist Charity 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.

  • Association of Charitable Organisations

    The Association of Charitable Organisations (formerly Association of Charity Officers) was founded in 1946 and is the national UK umbrella body for trusts and foundations that give grants and welfare support to individuals in need.

    Find out more here

  • The Charity Commission

    The Charity Commission is responsible for registering and regulating charities in England and Wales to ensure that the public can support charities with confidence.

    Find out more here

  • Office of the Scottish Charity Regulator

    The Office of the Scottish Charity Regulator is the independent regulator and registrar for Scottish charities. Their work as regulator ultimately supports public confidence in charities and their work.

    Find out more here

  • The Charity Commission for Northern Ireland

    The Charity Commission for Northern Ireland is the independent regulator of charities in Northern Ireland. The Commission ensures charities are meeting their legal requirements and works with trustees in the development of charities, enabling them to meet modern expectations and obligations.

    Find out more here

  • Charity Finance Group (CFG)

    The Charity Finance Group is a membership organisation representing the interests of over 1,350 charities in the UK. They manage a programme of events and training that helps finance professionals in the charity sector to develop essential leadership and financial management skills, develop their understanding of topical financial issues, and network and share knowledge with peers.

    Find out more here

Association of Charitable Organisations
The Charity Commission
Office of the Scottish Charity Regulator
The Charity Commission for Northern Ireland
Charity Finance Group (CFG)

The Association of Charitable Organisations (formerly Association of Charity Officers) was founded in 1946 and is the national UK umbrella body for trusts and foundations that give grants and welfare support to individuals in need.

Find out more here

The Charity Commission is responsible for registering and regulating charities in England and Wales to ensure that the public can support charities with confidence.

Find out more here

The Office of the Scottish Charity Regulator is the independent regulator and registrar for Scottish charities. Their work as regulator ultimately supports public confidence in charities and their work.

Find out more here

The Charity Commission for Northern Ireland is the independent regulator of charities in Northern Ireland. The Commission ensures charities are meeting their legal requirements and works with trustees in the development of charities, enabling them to meet modern expectations and obligations.

Find out more here

The Charity Finance Group is a membership organisation representing the interests of over 1,350 charities in the UK. They manage a programme of events and training that helps finance professionals in the charity sector to develop essential leadership and financial management skills, develop their understanding of topical financial issues, and network and share knowledge with peers.

Find out more here

Find out more

Louise Hall

Divisional Director

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 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
Risks

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.