Investment management - Charities

Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.

Robust financial reporting gives confidence to your shareholders, investors, customers and other stakeholders, and enables your business to make confident and informed decisions.

Your business will encounter new financial challenges at each stage of its growth, especially if you’re involved in major transactions or restructuring. It’s also important to keep up to date on any accounting or reporting issues that could pose a risk to your business.

Charities Education

Charities and not-for-profit organisations

Organisations with charitable status need to be confident about their financial future at a time when public awareness and scrutiny of the use of funds is at an all-time high.

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Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.



Meeting your needs


Our specialist charities investment teams act for a range of charitable organisations and professional trustee boards as a trusted custodian of their assets. We can actively manage your charity's portfolio with full discretion across a range of assets based on the investment objectives, risk profile and ethical constraints of the charity.

Risk focused

We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.


Professional trustees face a raft of reporting obligations and changing legislation. To assist we offer a high standard of reporting and performance analysis and provide timely training and guidance on issues and legislative change.

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Get in touch

We understand from our experience in working with charities, the challenges and pressures faced by those within the sector and appreciate the importance of finding a trusted adviser.

David Morrissey

David Morrissey

Director, Investment management

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