Investment

The need for charities to diversify their income streams has never been greater, but finding new sources of funding can be a challenge.

In order for charities to be bold in their investment-related activities it’s vital that they build a culture of resilience in these tricky times. Use our resources to help you review and refresh your investment strategy. Our guides and events will help you to consider how your funding structure works, how it is affected by the size of your portfolio and how to involve trustees effectively in managing your investment portfolio.

 

Not long now!
22 June 2022
CFG's Annual Conference Week is just days away! Dr Clare Mills, Director of Policy and Communications, shares her excitement about what's coming up.

Investment training gets off to a flying start
25 May 2022
CFG's investment training programme has got off to a flying start in 2022. Find out more about these in-person and online courses.  

HSBC Private Banking leads the way for CFG's Annual Conference 2021
21 July 2021
CFG are delighted to announce that HSBC Private Banking, ORACLE NetSuite, Sarasin & Partners and SmartSimple are this year's Annual Conference sponsors.  

CFG calls on Charity Commission to go further on responsible investment
20 May 2021
Read our response to the Charity Commission's Responsible Investment Guidance Consultation.

abrdn Capital Limited - Payable by Standard Life Employee Services Limited’
Aberdeen Standard Capital has a dedicated charity investment team ready to help you achieve your investment objectives. Located in offices across the UK, we are ideally placed to provide you ...

Barclays Corporate
A third of the top 100 UK charities choose Barclays as their main bank, we’re trusted to help not-for-profit clients maximise their financial resources and optimise cost efficiency.

BlackRock Investment Management UK Ltd
Our dedicated team aims to give every charity the support they need to flourish in any environment. BlackRock has over 30 years of experience managing charity assets and helping clients ...

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 ...

Brown Advisory
Brown Advisory is a global, independent investment management firm with a long-term commitment to charities and sustainable investing. We support over 400 charities, personally through board, committee, volunteer work and ...

Cazenove Charities
Cazenove Charities is a dedicated investment and advice team within the wealth management arm of Schroders, a FTSE-100 listed company. More than 1,650 charities, universities, foundations, endowments and other non-profit ...

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.

Charles Stanley
Charles Stanley is one of the UK’s leading wealth managers. Providing a bespoke discretionary investment management service, creating financial security for our many charity clients. Our approach is to develop ...

Co-operative Bank
Ethical banking since 1872. We share your values, supporting charities with lending, deposits and transactional banking from a bank that understands not-for-profit organisations. Proud to be the UK's best-rated high-street ...

Edentree Investment Management
Others have been jumping on the responsible investing bandwagon, but EdenTree were the band before there even was a wagon. With a 30 year track record of investing responsibly and ...

HSBC UK Bank Plc
Proudly providing banking services to over 35,000 charities from the very largest to the smallest local community organisations.

James Hambro & Partners
James Hambro & Partners provides investment management and financial advice to UK and international charities. We’re owned by our executive partners and staff, so have the independence to focus on ...

Lloyds Bank PLC
We’re a leading provider of banking services to UK charities. Our team of specialists understand the issues our clients face and the challenges posed by a shifting political, economic and ...

Newton Investment Management
Our sole business is investment management, and we aim to deliver long-term performance for our clients.

PMCL Consulting
PMCL Consulting is an investment consultancy business with a dedicated focus on charities. We bring an institutional approach to investments supported by a rigorous analytical framework and specific needs of ...

Quilter Cheviot
How do you navigate investment challenges & opportunities?

Rathbone Investment Management
Rathbones welcomes charities of all shapes and sizes

Santander
Our dedicated and experienced Relationship Directors understand the unique needs of the charity & not-for-profit sectors.

Sarasin & Partners
An experienced charity investment manager with a commitment to stewardship.

Smith & Williamson Investment Management
Smith & Williamson is managed by our partners and staff, providing investment, accountancy, financial advisory and banking services across the UK and Ireland.

Waverton Investment Management
Waverton is an award-winning discretionary investment management firm providing portfolios that are directly invested, actively managed and truly global. Our dedicated charities team understands the demanding and accountable environment in ...