Cazenove Charities

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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 the trusted partner to over 1,700 charities and are confident that we can help your charity, whatever your size, purpose and investment objectives.

What we offer

We are proud to look after £12.9bn for the charity sector. 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 foum.

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.

Sustainability and Impact Annual Report 2023 – Sustainable Multi-Asset Fund

Our fourth annual Sustainability and Impact Report explores how we invest to achieve better outcomes for people and the planet while targeting attractive financial returns to meet your investment goals.

Climate Confident: Charity investments and net zero

Cazenove Charities, in association with the Association of Charitable Foundations (ACF), has published a report exploring charities’ climate commitments and encouraging the use of investment strategies to take action on climate change.

Net zero investments: a guide for universities

With the aim to help universities align their investment strategy with their climate ambitions, Cazenove Charities has produced a report, in partnership with British Universities Finance Directors Group (BUFDG), outlining the five steps when setting a net zero strategy.

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.

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