Above page content

    Site map  Cookie policy

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

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.

Latest news & opinion

The MSCI World Index tracks the performance of large and mid-cap sized companies across 23 of the world’s developed markets. Investors can still beat the index, but this remains a challenge.
Features: 04/08/2021

Beating the index is tough, but investors can do it

The MSCI World Index tracks the performance of large and mid-cap sized companies across 23 of the world’s developed markets. Investors can still beat the index, but this remains a challenge.

Grandmother hugging grandchild
Features;: 02/08/2021

How much do you want to leave the taxman?

“Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” Roy Jenkins, ex-Labour chancellor, famously quipped in 1986.

Golden sparkling star
: 02/08/2021

Daniel Riddaway shortlisted for Professional Pensions Rising Stars Awards

Charles Stanley is pleased to announce Daniel Riddaway has been shortlisted for Investment Manager of the Year at the Professional Pensions Rising Star Awards 2021.

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200