Managing a charity’s assets
We are one of the leading investment managers for charities and not-for-profit organisations in the UK. We have £6 billion* in funds under management for more than 1,600 charities, in portfolios that range from £10,000 to more than £100 million.
Charities have entrusted their money to us for over 100 years. Our goal is to help a charity secure a long and successful future through our individual approach to investment management.
We have a dedicated team of investment managers who only manage funds for charities. We believe it is better for a charity’s money to be looked after by an expert with a strong understanding of the sector, than by someone who deals with charities only occasionally.
Your clients investment manager is personally responsible for everything to do with their charity’s portfolio. There is a team behind them to provide support, but it is your client’s investment manager who makes all the decisions because they know and understand their charity.
*As at 30 June 2020
For more information, please contact a member of our team.