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.
Our specialist Charities team, headed by Rupert Stone, Divisional Director, completely understand and support trustees with their investment responsibilities.
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 moreSpecialist support for Charities
Our exceptional team is headed by one of our trusted industry experts:
Rupert Stone, CFA | Divisional Director - Investment Management
I have worked in financial services for over 18 years, primarily as a client-facing investment director with particular experience supporting charities and trustees. As a Divisional Director, I head up a team of investment managers whilst also managing a broad range of private clients, trust, pension and charity portfolios. I work alongside our expert financial planning teams to help provide holistic wealth solutions for charities and non-profit organisations.
