Cazenove Capital Management 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.

NCVO Good Trustee Guide

Ideal as an introduction for new board members or as a refresher for long-serving trustees, The Good Trustee Guide, sponsored by Cazenove Charities provides comprehensive information about a trustee's role, and guidance on developing an effective trustee board.

Read more about the report

Intentional Investing

Written by Richard Jenkins and Kate Rogers, the report examines current responsible and ethical investment practice, drawing on the results of the biggest survey of its kind into the behaviours of charity investors.

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For Good And Not For Keeps

The report written by Richard Jenkins and Kate Rogers, published by ACF and sponsored by Schroders, explores the questions asked by trustees of charities with long-term missions who rely on investment assets to fund their activities.

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Investment Policy guide

Following the Charity Commission's updated investment guidelines in 2012, Kate Rogers, in her role as the Chair of the Charity Investors' Group prepared a guidance report to assist charities in the preparation of their Investment Policy Statement. This was accompanied by a series of workshop-based events hosted by Schroders.

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Charities and Investment Matters - A guide for Trustees

How trustees can comply with the law and make the right decisions when investing charity funds

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Contact Us

John Clifton

Business Development Manager

Tel: 020 7658 3636