What we offer

Investment Management Services for Charities

We’ll design an individual investment strategy and build a portfolio that matches your charity’s income needs and growth targets, whilst implementing your ethical and responsible investing requirements.

Request a call back Working with Charities

Benefits of our Investment Management Services

We’ve helped hundreds of charities create their investment foundations for a more secure financial future.

You’ll have direct contact with the Investment Management team responsible for your charity’s portfolio, so you can speak to the person responsible for your investments.

We seek to build a trusted relationship with you and have extensive experience and a strong track record of managing charity investment portfolios.

We’ll work with you to construct a portfolio based on your charity’s particular priorities, investment objectives and risk appetite.

We’ll accommodate your investment preferences, utilising sophisticated tools for ethical screening and incorporating ESG factors into our investment analysis.

We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.

We'll maintain regular contact with you either face-to-face, over the phone or through our secure client portal.

Our Investment Services are ideal for

Understanding your investment requirements is fundamental to our investment process and the personalised approach we seek to provide.

Charities seeking a bespoke service

We take the time to understand your charity’s goals and objectives, analyse your financial situation and assess your risk appetite.

Charities looking to align their portfolios with their values

We understand the importance of ensuring that any environmental, social and governance (ESG) factors and ethical considerations are taken into account when constructing a portfolio for your charity.

Charities seeking to manage risk effectively

Risk management is fundamental to our investment process. Our research analysts work across all investment asset classes and we use sophisticated systems and maintain a high level of vigilance, monitoring investment risk daily.

Charities seeking dedicated support

We understand that access to reliable support and professional advice is important to achieve the individual aims and objectives of each charity.

What to expect

There’s a lot to think about when developing and implementing your charity’s investment strategy. We’ve put together everything that’s involved into these five stages:

Award-winning service

We’re proud to have been shortlisted for and won many awards and accolades. They reflect the value our industry peers and clients place on the quality of our services and skills of our team.

View all our awards
2021 Wealth Manager of the Year - Tom Scarborough
2021 Wealth Manager of the Year - Leeds
2021 Gold DFM Service

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Request a call back

Get in touch with Glenn Baker to discuss our wide range of services and how we can work with your charity.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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