Charity Investment

Charity Investment Annual 2015

Investing thoughtfully


Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

Cazenove Charities published a range of articles throughout 2014 covering topics relevant to the charity sector. 


  • Time is an asset
  • Lessons from the last 40 years for the next 20
  • Total return on permanent endowments
  • A new social investment power for charity trustees?
  • A Wellcome perspective
  • Musings from the desk

Please contact us to request a hard copy version: 

Read the full report

Cazenove Charities Annual - 2015 24 pages | 808 kb


The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities
John Clifton

John Clifton

Business Development Manager