Investment management - Charities

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.

Download our charities brochure

Meeting your needs

Specialist

Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile, ethical and ESG constraints and actively manage the charity’s portfolio on your behalf, with full discretion across a range of assets within agreed parameters.

Communication

We understand the additional obligations of professional trustees and offer a high standard of reporting and performance analysis online. The charity’s investment manager will attend trustee meetings as and when required, and we provide ongoing training and guidance on topical issues affecting trustees.

Risk focused

Understanding clearly what your charity means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.

Rigorous

We have a robust investment process that has been in place in its current form and that has proved itself in both rising and falling markets.

Accessible

You will be directly looked after by your investment managers and their team so you will always be able to speak to someone familiar with your affairs and who can answer any queries promptly. 

How we can help

Useful downloads

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.

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