£8.7bn under management

We are proud to look after £8.7bn 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.

Long-term partnerships

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 31 December 2020}