We are one of the leading investment managers for charities and not-for-profit organisations in the UK. We have £4.7 billion* in funds under management for more than 1,000 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 your charity secure a long and successful future through our individual approach to investment management.
We have a dedicated team of investment managers who only work for charities. We believe it is better for your money to be looked after by an expert with a strong understanding of your sector, than by someone who deals with charities only occasionally.
Your investment manager is personally responsible for everything to do with your charity’s portfolio. There is a team behind them to provide support, but it is your investment manager who makes all the decisions because they know and understand your charity.
*As at 301 December 2017