Tailored to the charity sector
From our reporting to our webinar and content offering or the trustee training we provide, every aspect of our service is designed around the needs of our charity clients.
Deeply and broadly experienced
Our diverse, growing team of investment managers has significant experience across a wide range of charities and each one has chosen to dedicate themselves to the not-for-profit sector.
Bespoke portfolio management
Our goal is to deliver good long-term investment performance to help your charity achieve its aims. We do this with a strong focus on ESG and consideration of your charity's values.
Get in touch
Business Development Director Charities
If you’re a charity investment consultant, get in touch with Mark for more information.
Understand our approach to investing responsibly and sustainably, in alignment with our clients’ values and sense of purpose.
Our dedicated team
We have a diverse team of specialist charity investment professionals located in 14 offices across the UK.
Performance and fees
We deliver consistent long-term performance at a competitive cost. Get in touch to find out more.