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 £25.3* billion of assets under 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 2020
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.
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