Charities

‘A specialist discretionary investment management service; to meet the individual needs of charities and other not for profit organisations.’

While no two charities are the same, we understand that many trustees face similar challenges in meeting legal demands and achieving the best outcomes for the causes they support.

You need to be confident that your charity’s investments are being well-managed, to a bespoke brief, by qualified and experienced investment professionals whose skills and knowledge you trust.

We offer a personalised discretionary investment management service that is delivered by dedicated charity investment managers with a thorough knowledge of the charity landscape. You will have direct access to the person managing your charity’s investments and they will work with your organisation to deliver a suitable investment portfolio.

We work with charities across the spectrum of charity sectors, ranging in size, objectives and investment preferences. Our approach focuses on working alongside charities, providing a service and support to them in their community; from the national to the local.

We currently manage over £1.6 billion of funds for over 800 charities*, reflecting the trust and confidence in our investment management services.

*Source: As of　30 September　2011.