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We have been working with charities for over 80 years and currently manage £2.2 billion on behalf of over 1000 charities*

As a charity trustee, you are under pressure to make the right investment decisions to ensure that your organisation continues to run effectively. That’s why it makes sense to use a charities specialist with a proven track record. Our dedicated charity investment managers on our specialist Charities Team focus almost exclusively on the not-for-profit sector and have out-performed the WM Charities Universe, a widely accepted sector benchmark, in 13 of the last 15 years.**

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 and experience matches your needs. They get to know your charity’s particular background, circumstances and objectives. They then develop a customised investment strategy. Most importantly, the person who manages your investments is the person who answers your questions.

Visit the IW&I Website

* As at September 2013
** WM Charities Universe

How we do it

Structured input, bespoke output

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Sector Experience

As a firm we have managed charity assets for over 80 years

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Meet the Team

We believe in recruiting and retaining quality staff for your benefit

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Charity Performance

Our continuously strong performance record is a testament to the quality of our process and our managers

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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.