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Charity investment management

As a Trustee, looking after your charity’s investment interests is a big responsibility. Keeping within the limits of your Investment Policy Statement can also add another layer of complexity. Our specialist charity Investment Managers understand your duties and are well-equipped to help you reach your organisation’s goals, all while managing risk and ensuring compliance.

Understanding your needs

Our charity investment services are bespoke for you and your charity -  marrying your ethical and financial objectives. It’s our aim to truly understand your organisation and philosophy, so that we build and manage the right portfolio on your behalf. It’s this deep understanding that sets our service apart.

How we can help

Our investment process is flexible and well-suited for charity investment management, catering to each organisation or foundation’s individual needs and aims.

Portfolio management

Invest confidently with a portfolio chosen for you and managed by experts.

Learn more
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Our Wealth Planner was knowledgeable, efficient and always friendly. He understood exactly what we wanted, and explained everything so that we clearly understood our responsibilities and limitations.

How we helped Aziz and Elspeth  

Aziz and Elspeth have spent their entire lives in the same city, building up a highly successful manufacturing business and bringing up their family. When they retired, they decided they would give something back to their local community. We help manage their charity’s investments, so they can make as sizeable an impact as possible.

Read their story

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.