We can provide charities with high quality investment management through an in-depth understanding of the way your organisation works and your particular requirements. To achieve this, we provide you with a Charity Investment Advisor
The financial needs of charities vary from organisation to organisation. Whether you are a large multinational charity or a small local charity, our charity specialists can work alongside clients to help you achieve your financial objectives.
We work alongside higher education establishments, not-for-profit organisations, NGO’s, foundations, family trusts, endowments, healthcare trusts, government organisations and religious charities. Each has its own unique financial challenges and requirements. We can help with ethical investing and eco investments.
Our dedicated charity experts provide you with exactly the level of support you require and you will have full access to the full suite of investment options via world-class investment managers and our breadth of expertise.
Please note that all investments can fall in value as well as rise.