How we help charity trustees

Our services for charities are intensely focused on providing support for the trustees operating on behalf of their charities. Our trustee clients are invited to attend lectures and workshops and participate in a nationwide training programme. Capital at risk.

Two women wearing medals and space blankets after a charity sporting event
Two women wearing medals and space blankets after a charity sporting event

Our approach

A strong sector focus

Every aspect of our service is tailored to the needs of charities, from ensuring your investments are aligned with your values and purpose to providing trustee educational resources, advice, and support. 

A sense of purpose

Our business is founded on a culture of honesty, integrity, and a sense of purpose, and these are values we aim to bring to our charity investment service.

A long heritage

We’ve been preserving and growing the wealth of non-profits for over 80 years. We currently work with a diverse range of over 1,100 charities and foundations.

Man smilinh at 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 values.

Start a conversation

Get in touch with our specialist charity team to find out more about how we can help you.

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.

Responsible investing

We take the time to capture your ESG requirements and impact aspirations and tailor your portfolio to your exact needs.

Resources for charities 

We provide access to a range of dedicated resources, valuable market insights, thought-provoking content, and educational tools.

Meet the team

With a diverse team of charity specialists located in 14 offices across the UK, where always close by, wherever you are.

Other services you may be interested in

Private banking

Private banking

Our private bank accounts are designed for individuals an annual income of £300,000 or more, offering a premium banking service, transparent fees and generous benefits.

Wealth management

Wealth management

Whether you have existing investments or you’re new to investing, our wealth management services can give you the full picture of where you stand now and what you could achieve in the future.