Charities and Charitable Trusts
Your Charity is unique. We believe that a successful investment strategy for a Charity must take into account the factors that make it individual.
MADE FOR YOU
Our Charity team has earned a reputation over the years for meeting the investment needs of charities of all sizes. Currently, Charles Stanley holds in excess of £1.2billion of Charity funds under management.
PROVIDING WHAT YOUR CHARITY NEEDS
Our approach to Charity investment is to develop a prudent, understandable and appropriate investment strategy, at the heart of which is the relationship between the Charity, and your dedicated investment manager. This style of working has been nurtured and developed at Charles Stanley for over 220 years, building our reputation on a level of service that is driven by the relationships we develop with our clients.
We appreciate that Trustees have an enormous range of responsibilities and need to have access to reliable support and professional advice in order to manage the Charity's aims and objectives. Charles Stanley aims to provide exactly this advice and support, cutting through the investment jargon to provide each Charity with a comprehensive service, specific to your Charity's needs.
WORKING WITH YOU
You will have a dedicated investment manager who is responsible for all aspects of your portfolio. All managers work within focused teams, supported by the whole Charles Stanley network of 28 offices across the UK.
SOCIALLY RESPONSIBLE INVESTMENT
In view of increasing concerns and awareness of ethical issues, Charles Stanley utilises the services of Ethical Screening, the ethical research provider, thereby enabling us to provide you with a completely bespoke, socially responsible investment service.
We firmly believe no two Charities are the same, and therefore create bespoke, segregated, portfolios which are individually tailored for each client's unique set of requirements and investment goals. By embracing this individual approach, the portfolio adheres to any ethical restrictions placed on the management of the funds.
INCLUDED IN THE SERVICE
A prudent, understandable and appropriate investment strategy, at the heart of which is the relationship between the Charity and your investment manager.
No two Charities are the same. We create bespoke, segregated, portfolios individually tailored for each client's unique set of requirements and investment goals.
We utilise the services of Ethical Screening to provide you with a completely bespoke, socially responsible investment service.
Our Investment Managers place a strong focus and emphasis on their close working relationships with you
A small investment of your time might yield a substantial return for your Charity - we welcome the opportunity to tell you more.
020 7149 6610
Service local all branches
CONTACT YOUR LOCAL OFFICE
Your local Charles Stanley office can advise you on services for Charities: