Charity investment management

Working with you

We’ll work closely with you, to help keep your finances on track.

You and your trustee board will form a close partnership with your Charity Investment Advisor and Portfolio Manager.

We’ll look at your circumstances and strategic direction, then we’ll offer investment choices across your short, medium and long-term reserves.

Remember, the value of investments can fall as well as rise and you may get back less than you invest. If you’re not sure about investing, seek independent advice. 

What we offer

Breadth of service

Cash and investment solutions across your short, medium and long-term reserves.


News and insight

Connecting you to the latest insights, updates and trends



See how we help individuals, businesses and communities.

Become a client

Become a client

To become a Wealth Management client, you need to be a UK resident and have £500,000 or more to invest.

Call us on 0800 279 4893^ or leave us your details and we'll be in touch within two business days.

Already a client? Call us on 0800 376 7954*.