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

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.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.