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Waverton

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

Charles Stanley Wealth Managers

Charles Stanley origins lie in a banking partnership established in Sheffield in January 1792. Today, Charles …

Blankstone Sington

Unbeknownst to many, Liverpool was a pioneering city in the development of financial markets in Britain, the L…

Brewin Dolphin

We are a top 10 charity manager, with a charity team comprising of over 40 charity specialists across eight lo…

Barclays

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

Investec Wealth & Investment

At Investec Wealth & Investment, our ambition is to help charities make a bigger impact. By partnering wit…

M&G

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

BlackRock

BlackRock is a premier provider of global investment management services and one of the leading charity manage…

Barings

Barings is a US$304+ billion 1 global asset management firm dedicated to meeting the evolving investment and c…

LGT Vestra

LGT Vestra's aim is to offer a fresh approach to Wealth Management, by putting clients first, through the prov…

The Property Income Trust for Charities

The Property Income Trust for Charities (PITCH), launched in 2004, is managed by Mayfair Capital Investment Ma…

UBS

UBS was named Best Private Bank Globally 2013 by Euromoney. At UBS, a dedicated Client Advisor will seek out t…

Charities Property Fund

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

Quilter Cheviot Investment Management

Quilter Cheviot is a leading investment management company specialising in helping charities and private clien…

EdenTree

EdenTree is a leading investment house with assets under management totalling £2.9bn* and is a pioneer of resp…

CCLA Investment Management Limited

CCLA is the UK's largest charity fund managers according to the 2020 Charity Finance Survey. Managing investme…

James Hambro & Partners

JH&P is a privately-owned wealth group offering bespoke financial advice and investment management to charitie…

Smith & Williamson

Smith & Williamson Investment Management manages assets on behalf of trustees and directors, international fam…

Sarasin

Sarasin & Partners LLP is a London-based asset manager that manages £15.2 billion (as at 30.09.20) on beha…

OLIM

OLIM is a specialist Fund Management Company managing Charity Assets for over 30 years. The investment team co…

Ruffer

At Ruffer, we have a distinctive approach to investing which we believe is well suited to the needs and goals …

Rathbones

Rathbones provides individual investment services for charities, trustees, private clients, and professional p…

Cazenove Capital

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