£8.2bn under management
We are proud to look after £8.2bn for the charity sector. Our services are designed to offer comprehensive and customised support to the full sector.
c.1,600 charity clients
We are the largest charity investment manager in the UK, looking after around 1,600 charities of all shapes and sizes. 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. We also offer ongoing strategic investment advice, unlike many of our peers.
A leader in Sustainability
We are rated A+ for our approach by the United Nation’s PRI organisation and the No.7 asset manager globally by ShareAction. We don’t tick boxes, but add value through real insight and actively engaging to improve companies’ behaviours and governance.
We have been working with charities since the 1930s and our first client remains with us today – a testament to our longevity and quality of service.
27 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. Many of the team are personally involved with charities as trustees and governors so there is a great deal of experience from ‘your side of the table’
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 30 June 2020
Business Development Manager
Tel: 020 7658 3636
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.