Charities

We are one of the UK's leading charity fund managers. We understand the investment issues that charities face and the increasing responsibility and duty of care placed upon trustees. We provide specialist investment services for our clients using a range of innovative solutions for both segregated and pooled mandates. We can act as a trusted impartial adviser on a range of issues such as strategic asset allocation, socially responsible investment, key traditional asset classes and the inclusion of alternative investments in a portfolio.

For charities, we draw upon our investment team to manage our specialist UK equities and fixed income investments. Exposure to overseas equities and alternative investments are provided using the skills of our multi-manager team who are experts in fund manager selection.