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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…

Smith & Williamson

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

King & Shaxson Asset Management

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

Cazenove Capital

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

Blankstone Sington

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

LGT Vestra

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

Brewin Dolphin

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

Sarasin & Partners LLP

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

Aberdeen Standard Capital

Aberdeen Standard Capital is the discretionary management arm of Aberdeen Standard Investments, one of the lar…

Castlefield

We're Castlefield, established in 2002 to help serve the investment needs of charities. Our shared ownership s…

Quilter Cheviot Investment Management

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

The Property Income Trust for Charities

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

Waverton

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

Charities Property Fund

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

M&G

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

Barings

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

Rathbones

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

UBS

UBS was named Best Private Bank Globally 2021 by Euromoney. At UBS, we focus not only on delivering best in cl…

Charles Stanley Wealth Managers

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

CCLA Investment Management Limited

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

Epworth

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

EdenTree

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

Ruffer

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

BlackRock

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

James Hambro & Partners

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

Investec Wealth & Investment

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