Services for charities

Our investment management service is designed to support your organisation and make a meaningful contribution to your charitable aims. We’re driven by our sense of purpose and care passionately about providing a high-quality service.

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

The first step is to get in touch and tell us a little about your requirements.

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

Learn about our approach to ESG requirements and how we tailor your portfolio to your exact needs.

Trustee Academy

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

Meet the team

Meet our diverse team of charity specialists, who are located in 14 offices across the UK.

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.