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