INVESTOR TYPE Online Portfolio
Contact Offices

Due to system upgrades, our website and app will not be available for a 6 hour period between 08:00 and 22:30 GMT on 11 November.

x

The three key risks facing a charity's investment portfolio

LEARN MORE

Are you GDPR ready?

Quilter Cheviot put together a short e-learning module to help you understand what GDPR means, how it will impact you and how to prepare for it.

Read more

What our clients say

We are specialists in bespoke investment management. We offer you an award winning investment proposition, aligned to the very best standards in client service, honed over more than 20 years of actively working with charities.

READ MORE

Charity seminars

Register

Investments

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. 

Icon

Knowledge guides

Icon

Trustee seminars

Icon

External events

Icon

Affiliations

Key facts

We have a long track record of working with charities.

Icon

£1.8bn Charity AUM

Icon

650+ Charities

Icon

Dedicated
charity team

In trying to raise awareness around General Data Protection Regulation amongst charities, we have put together a charity-specific E-Learning module, which provides a flavour of what’s to come in regards to GDPR and further develop the skills of trustees, volunteers and staff.

Charities

Cyber security for charities

28 March 2018

Cyber-crime is one of the biggest growth areas of crime in the charitable world. It is important therefore to understand that it is highly likely that your charity may face a cyber-attack in the future. In part, this is because many charities are unprepared for the cyber threats they face. Few charities have done a cyber security audit, even though the Trustees themselves are aware of the need for one.

The poor old charity sector on the machine, puffing away merely to stay on, so that it can continue to help its beneficiaries and deliver its charitable objectives.

After the seismic events of 2016, it was hoped, and not just by charity Trustees, that things might settle down in 2017.

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.

Learn more

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