What we offer

We are proud to look after £13.7bn for over 1,700 charities. Our services are designed to offer comprehensive and customised support to the full sector.

We understand that meeting charitable objectives can be challenging and are confident that we can help your charity, whatever your size, purpose and investment objectives.

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Our Charity Authorised Investment Funds

Our suite of four investment funds is designed exclusively for charities. A charity with just £10,000 can purchase units in our funds.

Charity portfolio management service

We are qualified to provide investment advice, allowing trustees to fulfil their duties when making investment decisions. Our clients benefit from our deep understanding of the charity sector and our wide investment expertise, along with the flexibility, responsiveness and quality of our client relationships. We believe that our expertise gives us added insight into the charity sector’s dynamics, opportunities and challenges.

Sustainable investing

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

Cazenove Charities events

Our events cover a range of topics and formats, including workshops and training, webinars, and networking gatherings.

Browse our upcoming events to see how you can get involved.

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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