Charity Services

Specialist management of your charity’s investments

As a client on behalf of your charity, you'll get an expert and bespoke charity investment management service, supported by our free and comprehensive training programme.

Expertise you can trust

If you're looking to protect and build your charity's investments, you're in expert hands. We've been working with charities in the UK for over 80 years and currently manage £3.2bn on behalf of nearly 1,200 charities of all shapes and sizes (as at March 2018).

Your goals and ethical priorities

Whether you're aiming for growth or 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.

Managing your charity's investments

It's important that you get the right asset allocation, sector and stock recommendation for your organisation. Our investment managers will work closely with you to understand your needs and design a plan that achieves your objectives.

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.

Our charity services

Performance and fees

By continuously benchmarking ourselves, and the performance of your assets, we make sure we’re giving you the best possible 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 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. You will be allocated the investment manager with the most relevant specialism. 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.
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.