About Us
At Cazenove Charities, we understand that meeting charitable objectives can be challenging. As the largest charity investment manager in the UK, we are proud to manage £14.9 billion for over 1,800 charities as of 31 December 2025 and are confident that we can help your charity, whatever your size, purpose, and investment objectives.
We are delighted to work with (and be trusted by) a range of sector umbrella organisations researching and promoting best practice in charity investment governance and management. We host several charity events each year – for more information, please checks our Events page.
How we can help
At the outset of a relationship, we develop a good understanding of each charity’s circumstances prior to proposing an appropriate investment strategy. We then advise trustees on which long-term solution we feel is appropriate based on expected returns, time horizon, ethical requirements, and risk appetite. The solutions include our multi-asset Charity Authorised Investment Funds, bespoke funded portfolios, segregated equity portfolios, and single strategy mandates. For charities with short-term cash reserves, our Cash Administration Service offers a variety of cash products with attractive interest rates.
We pride ourselves on the responsiveness and quality of our client relationships. Our greatest asset is our people, whose experience and skill in managing investments for charities has resulted in excellent performance, service, and client satisfaction. Many of the team are personally involved with charities as trustees and governors so there is a great deal of experience from ‘your side of the table’.
Sustainability
As a global investment manager, we recognise that we have an important part to play in shaping the future of all our stakeholders. Our focus on doing the right thing for our clients, our people, wider society, and the planet lie at the centre of our culture. Through constructive and committed engagement with management teams at the companies and assets we invest in, active ownership is a key element of the value we can bring to our clients.
We have been incorporating ESG considerations into our investment process for over 20 years. We can deliver on the full spectrum of sustainability, from exclusions to engagement and integration to impact. We are very familiar with implementing a range of responsible investment policies. You can review our approach to sustainability here.
Our annual impact report for the Sustainable Multi-Asset Fund is unique in the sector. It provides trustees with a full look-through across all asset classes and their impact on People and Planet. Many trustees use this report to engage with their stakeholders.