ALLIA
Allia Impact Finance helps registered charitable organisations such as housing associations, care homes and other charities raise loan finance for their growth and development plans.
Amundi Asset Management
Amundi, who has launched its first fund dedicated to Charities in 1989, has the ability to offer new and enhanced services and tools to Charities by leveraging of its increased ...
Baring Asset Management
We have been supporting the charitable sector since 1926, and were one of the first investment managers to establish our own charities team in 1968, a team that now manages ...
Brewin Dolphin
Our charity specialists, located across the UK, are dedicated to charity investment management. Our service is designed to provide the investment returns sought by your investment strategy, and to enable ...
Brooks Macdonald
We have a Charity Bespoke Portfolio Service that is designed for trustees who desire a truly tailored investment portfolio designed to reflect their charity’s specific individual requirements.
CCLA
CCLA exists to deliver specialist investment management to charities and not-for-profits.
Charities Aid Foundation (CAF)
We understand the priorities and challenges that charities face, and the need for confidence and security, when it comes to managing money.
EdenTree Investment Management
We believe that a company’s business activity, it’s environmental and community impact and the way it interacts with its stakeholders can all positively contribute to returns, which is why these ...
HSBC
Proudly providing banking services to over 35,000 charities from the very largest to the smallest local community organisations.
Investec Wealth & Investment
Investec Wealth & Investment’s specialist Charities Team is vastly experienced in helping not-for-profit organisations to navigate the complex financial issues they face. We currently manage over £1.47 billion for more ...
Lloyds Bank PLC
Based in Gresham St London, but with strategically placed colleagues in various geographic locations around the country to enable us to provide a local, personal service for charities operating in ...
Rothschild Wealth Management
We have a differentiated investment approach that aims to meet a charity’s long-term spending needs as well as preserving and growing its wealth in real terms
Santander
Our dedicated and experienced Relationship Directors understand the unique needs of the charity & not-for-profit sectors.
SEI Investments Ltd
We have over 20 years’ experience of working with charity organisations and globally, we work with over 175* charities, totaling £18bn* in assets under management.
Standard Life Wealth
Our Investment Management Service for Charities Like most charities, you’re likely to have a variety of different objectives for your organisation’s investments. For part of your reserves, your priority may ...
Triodos Bank
Our bank was founded on the conviction that banking can be a powerful force for good. Through our range of financial and banking services, we connect individuals, entrepreneurs and organisations ...
Waverton Investment Management
Bespoke. Trusted. Boutique. Waverton, formerly J O Hambro Investment Management, provides bespoke investment solutions combined with a highly personalised service. This allows us to deal with a range of mandates ...