Investment management for charities Portfolios constructed with purpose

We understand that investment portfolios must reflect a charity's individual needs and values. We work with trustees to develop an understanding of what the charity is looking to achieve and build a portfolio that meets those objectives.

Our commitment To contribute to a more sustainable world

We strive to ensure our business activities have a positive impact on the environment and society. As a group, we aim to make a contribution to the United Nations Sustainable Development Goals (SDGs) to help create a better, more sustainable world.

A specialist approach Our blend of service and experience

Managing investment decisions for a charity or not-for-profit organisation requires careful consideration and a rigorous process. Our specialist approach means you will receive advice tailored to your specific needs and circumstances. You will have a dedicated investment manager who will get to know your organisation and who will keep in regular contact with you to ensure your portfolio is meeting your goals and is in line with your risk profile.

A dedicated team that you can trust

In recognition of the unique requirements of charities, we ensure our team of specialist investment managers have years of experience working in the charity and non-profit sectors, with many serving as trustees of charitable organisations themselves. This means they have a unique perspective and a deep understanding of the challenges third sector organisations face and are able to seek out solutions to address them.

In recognition of the unique requirements of charities, we ensure that all of our charities’ investment managers are of a senior level, meaning clients always have direct access to decision makers.

Expertly managed portfolios

We understand the responsibility that comes with managing charities’ portfolios. That's why we have a rigorous investment process in place. At the heart of this process is our in-house Investment Committee, which comprises our most experienced investment managers and asset class specialists. The views of our Investment Committee reflect our best investment ideas, which are integral to the construction of our clients’ portfolios.

Our advice is always impartial, and we pride ourselves on a whole of market approach to portfolio management and fund selection.

Contact us

Speak to one of our experts

Our specialist team has many years’ experience helping charities and non-profits with investment and portfolio creation. Discover how our unique process allows us to build solutions that meet your specific needs and objectives.

Creating sustainable and long-term value
By adopting an approach that considers environmental and societal issues, we endeavour to make a positive impact and build a sustainable and more equitable future for all.

Through extensive stewardship activities, such as shareholder voting and public policy advocacy, we strive to create outcomes that will contribute to a safe and sustainable future for generations. Learn more about our stewardship toolkit.

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