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.
Our charity services
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.