Cazenove Charities

Our Charity Investment Policy Framework

A peer‑reviewed, best‑practice framework to help trustees develop their Charity Investment Policy and invest with clarity and confidence in today’s environment.

Sustainable investing

Our award winning* sustainable investment approach is designed to enable charities to align their investments with their values.

Achieving your charity’s investment objectives takes time and thought.

We understand that meeting charitable objectives can be challenging. As the largest charity investment manager in the UK, we are proud to manage £16.6 billion for over 1,800 charities* and are confident that we can help your charity, whatever your size, purpose and investment objectives.

*as at 30 June 2026

What we offer

Our services are designed to offer comprehensive and customised support to the full sector.

Upcoming events

Each year we run a number of different events including our charity trustee training giving you the opportunity to learn from investment, financial and legal professionals as well as introducing you to peers in other organisations. We also hold regular lunches and webinars focusing on our specialist charity funds and end the year with our flagship annual charity investment forum.

Publications

Cazenove Charities is focused on supporting those people involved in making investment decisions within charities and endowments. Through talking to trustees and understanding their needs, we identify the issues facing decision-makers today and seek to publish useful, relevant and thought-provoking material.