Charity Services

A bespoke service for the charities sector featuring specialist charities expertise and a direct relationship with your investment manager.

As a charity trustee, you are under pressure to make the right investment decisions. That’s why it makes sense to use a charities specialist with a proven track record. We manage investments of £1.4 billion on behalf of more than 800 charities*. Our specialist charities team focuses almost exclusively on the not-for-profit sector.

We believe that you and your charity deserve personal service, so we don’t use model portfolios or pre-packaged solutions. Instead, we assign an investment manager whose expertise matches your needs. They get to know your charity’s particular background, circumstances and objectives. They then develop a customised investment strategy.

* As at 30 September 2011

Flexible investment approach

We recognise the dangers of following a single investment style. Along with a proactive attitude towards asset allocation, our adaptability has helped us deliver consistently strong performance.

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.

Annualised Returns to 31 December 2011

Structured input, bespoke output

Our research and investment teams work closely together to reach the right asset allocation, sector and stock recommendations for each client. We follow a disciplined investment process, but the final decision rests with the relevant investment manager. We rarely use in-house products and we never do so without consultation.

Personal attention that fits your budget

We do all administration in-house, which saves money and is more efficient. We also provide a full nominee service at no extra cost. We focus our reports on you, not the markets.

As part of our service, we offer a free educational programme for charity trustees and officers. We have also published a guide to help trustees develop a formal investment policy.

Our charges

Our fees are competitive and transparent. We structure them to make sure our interests are exactly aligned with yours.

0.8% (plus VAT) per year on the first £1.5 million
0.4% (plus VAT) per year on the next £3.5 million
0.3% (plus VAT) per year thereafter

Fully inclusive

No commission on transactions
No extra charge for custody or administration
No charges for in specie transfers

Find out more

Tel: +44 20 7597 1326

Louise Hall

Head of Charities

Address: Work 2 Gresham Street London EC2V 7QP United Kingdom