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Our primary responsibilities are the best interests of your charity and helping you to meet your obligations as a trustee. 

While no two charities are the same, we understand that many trustees face similar challenges in meeting 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 sector, 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. Our service is delivered to you with uncompromising integrity and for this we charge a completely transparent fee.

We currently manage over £2.6 billion of funds for over 960 charities*, reflecting the trust and confidence in our investment management services.

*Source: As at 31 December 2013 


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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.