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Helping you, help others

We’re committed to delivering positive outcomes for charities in ways that go beyond consistent investment returns.

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Our charity services

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Bespoke portfolio management

Our top priority is to help your charity achieve its goals through good long-term investment performance. We understand that every charity has unique values and objectives, which is why we take a personalized approach to our investment strategy. We believe that responsible investing and a strong focus on ESG are essential components of achieving sustainable long-term investment returns. That's why we integrate ESG considerations into all stages of our investment process, ensuring that we invest in companies and issuers that align with your values.
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Responsible investing

We recognize the importance of our role as stewards of your charity's capital. We understand that you have entrusted us with the responsibility of investing your funds wisely and responsibly. For us, environmental, social, and governance (ESG) considerations are not just a box-ticking exercise. They are an integral part of our investment process. We believe that investing with an ESG lens not only helps us to manage risk effectively but also creates long-term value for our clients and the wider community.
Young girl reading a book in library

Bespoke portfolio management

Our top priority is to help your charity achieve its goals through good long-term investment performance. We understand that every charity has unique values and objectives, which is why we take a personalized approach to our investment strategy. We believe that responsible investing and a strong focus on ESG are essential components of achieving sustainable long-term investment returns. That's why we integrate ESG considerations into all stages of our investment process, ensuring that we invest in companies and issuers that align with your values.
Female laughing while handing out plates of food

Responsible investing

We recognize the importance of our role as stewards of your charity's capital. We understand that you have entrusted us with the responsibility of investing your funds wisely and responsibly. For us, environmental, social, and governance (ESG) considerations are not just a box-ticking exercise. They are an integral part of our investment process. We believe that investing with an ESG lens not only helps us to manage risk effectively but also creates long-term value for our clients and the wider community.

Webinar: The profit vs purpose paradox

Our latest webinar is available on playback and delves into the complex intersection of ethics, finance, and social impact within charities. 

A guide to managing investment risk

Understand the different types of risk and the role risk plays in your charity’s investment strategy. 

Who we help

Charities

We manage over £3.5bn on behalf of over 1,100 charity clients. For over 80 years, we’ve built a reputation for delivering strong, sustainable performance over the long term.

Trustees

Our service goes beyond just investment returns. We have partnered with the National Council for Voluntary Organisations (NCVO), enabling us to offer our clients the opportunity for high-quality trustee training.

Consultants

We’re committed to helping charity investment consultants by providing all the access and information you need to confidently recommend Investec Wealth & Investment (UK) to your clients.

Mark O'Connor
Mark O’Connor, Business Development Director | Investec Wealth & Investment (UK)

We care passionately about the work we do to support charities. Nothing is more rewarding than knowing that the investments we manage on your behalf help contribute to the wider support of your beneficiaries.

The Charity Awards 2024

A winner of a Charity Award collects their prize

The Charity Awards is an annual programme by Civil Society Media that recognises and celebrates exceptional charitable work in all areas of activity. As a proud sponsor of the Charity Awards, we are committed to honouring organisations that have made an outstanding contribution to our society.

The awards are a source of inspiration, highlighting the incredible impact that charities have on our communities. They provide a unique opportunity to applaud and appreciate the tireless efforts of those who work selflessly to make a difference.

Start a conversation

Get in touch to find out more about how we can help your charity, foundation, or non-profit.

Dad teaching son to play chess with set showing houses

To spend or not to spend - a charity's question

Many charities will be casting more than just an eye over their spending budgets as we enter the new year.

Charity Matters

3 min read

Trustee Academy

Access a range of dedicated resources, sector insights, thought-provoking content, and educational tools.

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.