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Brexit live 2019

Brexit live 2019

Financially Vulnerable

Find out more about what makes an individual vulnerable and the steps you can take to help, in our financially vulnerable hub. 

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Charities Annual Review 2018

We have once again, curated articles and information on a diverse range of subjects, all focused on the charity sector. Many of the contributors spoke at our 2018 seminars across the office network.


Charity events



Select an investment manager you trust to construct the charity's investment strategy.

Specialist expertise

We are experts in many areas and charities trust our expertise. 


Knowledge guides


Trustee seminars


External events



Key facts

We have a long track record of working with charities.


£1.8bn Charity AUM


650+ Charities


charity team

Investment insights

Dealers' Early Call

21 February 2019

The FTSE 100 is called to open 7 points lower at 7221. Asian stocks pared gains and Treasuries fluctuated as renewed optimism for progress in Sino-American trade talks was hit by a spat over coal imports between Australia and China. The dollar climbed and the yuan extended gains.

Weekly Comment

Weekly Comment: 18.02.2019

18 February 2019

After a period of economic data surprising mildly on the downside, last week saw better news flow from the US as the government avoided another shutdown.

Diary of a fund manager

Diary of a Fund Manager - Phoney War - 18.02.19

18 February 2019

Everything and nothing is happening at the moment as political grit slows the wheels of commerce. News from Europe, Australia, Sunderland and the art world pepper this week’s Diary, along with real-time news from 1939.

Weekly Comment

Weekly Comment: 11.02.2019

11 February 2019

Most equity markets squeaked a bit higher last week, in the absence of any material news on Sino-US trade talks and Brexit. In both cases, there is a clock ticking and a high degree of brinkmanship being employed by respective parties.

About Us

We are able to track our heritage back over 240 years and have been helping charities with their investments for nearly as long. To help ensure we fully understand the issues facing our clients, we actively encourage members of staff to take up a trusteeship with a wide range of charitable organisations or act as volunteer independent investment advisors on charity investment sub-committees.

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What people say

"This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board." 

Fabian French, CEO of UK Community Foundation

Good fundraising is about interactions between real human beings.