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.
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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.