Charities and Charitable Trusts

Our Charity team has earned a reputation over the years for meeting the investment needs of charities of all sizes. As at 31st March 2011 we had in excess of £750 million of charity funds under management.

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 for over 150 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.

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 - effectively 'Made for You'. By embracing this individual approach the portfolio adheres to any ethical restrictions placed on the management of the funds.