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Charities and Trusts

As one of the UK’s leading charity managers, we provide investment services to a growing number of good causes, and have a total of £1.6bn* under our management.

We pride ourselves on our flexible approach, which allows us to offer bespoke solutions to help a wide range of worthy causes. Many of our charity investment managers are also charity trustees, so they fully understand the challenges and dilemmas that come with this responsibility.

*as at 31 December 2016

As our client, you will be allocated a dedicated charity investment manager with specific knowledge and experience of the charity sector. They will create a bespoke investment plan for you, based on your specific needs, including any ethical investment requirements you may have.

As with our services for private clients, you will always have direct access to your investment manager and the team looking after your portfolio.

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals.

Straight from the experts

Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.