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Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

Cazenove Charities

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 £13.7bn for 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£13.7bn 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 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.

Sustainability and Impact Annual Report 2024 – Sustainable Multi-Asset Fund

Our fifth annual Sustainability and Impact Report for our Sustainable Multi-Asset Fund demonstrates the fund management approach during 2024. It evaluates the positive impact the fund has made through both capital allocation and our active engagement.

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.

Meet the Cazenove Charities team

Our people

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Tom Montagu-Pollock

Co-Head of Charities and Fund Manager

Kate Rogers

Head of Endowments and Foundations, Schroders

Meet our entire team here

Meet our entire Cazenove Charities team. Our team is composed of dedicated professionals from various backgrounds, each bringing their unique skills and perspectives to our organisation.

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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