£9.2bn under management

Our services are designed to offer comprehensive and customised support to the full sector. We are privileged to work with a broad variety of charities, with a wide range of portfolio sizes and purposes.

896 charity clients

We are now the largest manager of charitable assets in the UK, trusted by over 850 charity clients with their investments. We are able to offer one of the broadest ranges of investment services to the charity sector, backed by the significant resource of a global asset management company, Schroders.

80+ years experience working with charities

We have been working with charities since the 1930s. Indeed, we are very proud that our first client from the sector remains with us.

24 dedicated charity team members

Our greatest asset is our people, whose experience and skill in managing investments for charities has resulted in excellent performance, service and client satisfaction.

13 average years with the company

Our charity team members create enduring relationships with their clients, with an average of 13 years in the company and 15 years in the industry.

Collaboration with sector organisations

We are delighted to work with a range of sector umbrella organisations researching and promoting best practise in charity investment governance and management.

_{All figures as at 31st December 2017}