Investment management for charities

We specialise in supporting charities with their unique investment needs. Our teams combine deep investment expertise with a strong understanding of regulation and governance, supporting you at every stage, whether you’re experienced in the charity space or new to it. And while investment is at the heart of our work, we believe true partnership goes further.

This brochure introduces our charity investment management service: how we work, what we invest in, and the wider support we provide to trustee boards and charity executives.

What’s inside:

• Supporting your charitable mission — why investment strategy matters more than ever, and how the right approach can help you meet rising demand while navigating financial pressure.
• Our specialists are here for you — how a dedicated local charity team, many of them trustees themselves, works alongside your board with investment expertise and a strong understanding of regulation and governance.
• Understanding your investment needs — how we tailor portfolios to your charity’s size, sector, objectives and risk appetite, adapting as your needs evolve.
• Responsible, sustainable and ethical investing — embedding ESG through our Responsible and Sustainable Investment Framework, with restrictions, stewardship and engagement aligned to your values and mission.
• How we invest for you — the process behind a diversified charity portfolio, from agreeing your framework to managing investments to your specific requirements.
• A partnership that goes beyond investment — Investment Policy Statement guidance, flexible cashflow planning, share gifting, trustee training, webinars, market insights and more.

Sustainable investments prioritise positive environmental, social, and governance (ESG) characteristics but may not have sustainable investment targets, or impact outcomes unless explicitly stated. ESG-driven exclusions may limit the investment universe, potentially leading to performance differences compared to products that do not prioritise ESG characteristics. Sustainability assessments, ESG data, and classifications rely on third-party information, which is subject to limitations, assumptions, and may evolve over time.

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