Investment Services
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.
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 over 20 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.
Charities and charitable trusts
Included in the service
Brochures & guides
Latest news & opinion
Last Week in the City: Airlines call for health passports
Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook this week ending 26 February 2021.
Taxes will rise – especially for technology majors
Government spending plans coupled with the hole in public finances following the Covid-19 pandemic indicate taxes are likely to rise. The US is likely to lead the charge in taxing the major tech groups.
Another cannabis bubble is brewing
Cannabis euphoria has now come to Britain after the first company listed in London that produces medicinal products from the marijuana plant. But investors really need to keep a clear head.
Get in touch
We're always happy to help
Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS