Charity investment

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 the trusted partner of over 1,500 charities and are confident that we can help your charity, whatever your size, purpose and investment objectives.

What we offer

CHARITY AUTHORISED INVESTMENT FUNDS

Our multi-asset funds provide a simple solution for charities with £10,000 or more – with our Responsible Multi-Asset Fund going beyond mere exclusions and putting sustainability at its heart.

CHARITY PORTFOLIO MANAGEMENT SERVICE

For charities with £1m or more we can provide bespoke portfolios – designed to cater for your exact requirements – be that income, sustainability or anything else.

CASH MANAGEMENT

We understand that our charity clients have differing and complex needs, and that many hold large sums in cash from time to time. Our cash administration team helps them to get the best possible rate combined with security.

Sustainability

We believe that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.

Find out more

ONLINE TRUSTEE TRAINING

Having trained 8,000 charity trustees and executives in person over the past decade, we have now taken our comprehensive training programme online, including content from friends and partners at Mayfair Capital and haysmacintyre. The course is modular so has content that will be relevant for those who are new to the charity investment world as well as seasoned trustees.

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 focussing 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.

Latest insights

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us.

James Brennan

Email James
+44 (0)20 7658 1183

Cazenove Charities

Cazenove Capital

Recent publications

Latest insight

Will rising commodity prices prompt a shift for equity investors?