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Evelyn & Partners

Evelyn Partners manages assets on behalf of trustees and directors, international families, private clients,…

King & Shaxson Asset Management Ltd

King & Shaxson is an FCA authorised and regulated City firm dating back to 1866 and has been owned by Phillip …

HSBC

The Charities and Education team within HSBC Private Banking UK delivers a bespoke relationship management ser…

Latitude Investment Management LLP

Latitude is a boutique investment partnership based in London. We run a multi asset strategy that invests in…

LGT

LGT Group is the largest private banking and asset management group in the world that is wholly owned by a si…

Sarasin & Partners LLP

We are one of the leading charity investment managers in the UK, with a focus on global, thematic investment…

EFG Harris Allday

EFG Harris Allday provides customised solutions for charities. We are the investment management division of EF…

Charles Stanley Wealth Managers

Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management…

Cazenove Capital

Cazenove Capital is the largest charity investment manager in the UK, we are able to provide insights into the…

Investec Wealth & Investment (UK)

Our ambition is to help charities make a bigger impact. Investec Wealth & Investment (IW&I) is par…

Epworth

With roots dating back to 1960, Epworth is an investment manager dedicated to serving the needs of Churches an…

Charities Property Fund

Launched in 2000 the Charities Property Fund was the first Common Investment Fund available to all charities i…

Waverton

Charities, universities and other not-for-profit institutions have valued the personalised service and high qu…

M&G

With M&G, you're free to choose how you access our award-winning investment expertise, with a choice of produc…

Barclays

Founded in 1690, Barclays has been in the business of helping clients achieve their financial goals for more t…

JM Finn

JM Finn is one of the UK’s leading investment management companies with over £10 billion of client assets unde…

Castlefield Investment Partners LLP

At Castlefield, charities are in our DNA. We understand that not-for-profit organisations have their own speci…

Rathbones Investment Management Limited

Charities have entrusted their investments with us for over 100 years, and our dedicated approach has seen Rat…

Ruffer

Ruffer was founded in 1994 to provide a different approach to investment management; one focused on preservin…

The Property Income Trust for Charities

The Property Income Trust for Charities (PITCH), launched in 2004 and is managed by Swiss Life Asset Managers …

CCLA Investment Management Limited

CCLA is the UK's largest fund manager of charitable assets (according to the 2021 and 2022 Charity Finance sur…