How we help charity consultants

We build and develop strong relationships with the charity consultant community. Capital at risk.

A lady laughs at something said to her
A lady laughs at something said to her

Our approach

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.

Three women wearing space blankets embrace after completing a charity sporting event

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

Mark O'Connor

Business Development Director Charities

If you’re a charity investment consultant, get in touch with Mark for more information.

Responsible investing

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.

Capital at risk

Please remember past performance is not necessarily a guide to the future and should not be relied upon. The value of investments can go down as well as up and you may not get back the full amount invested. Your capital is at risk.