
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
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
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.