Updated Charity Investment Guidance for trustees

2 August 2023

After a number of years of consultation, a court case and various delays the Charity Commission for England and Wales have today published updated investment guidance. Read our main takeaways here.

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Cazenove Capital

Cazenove Capital is the largest charity investment manager in the UK, we are able to provide insights into the challenges facing a wide range of charities, endowments and foundations, having been entrusted with £14.2 billion of assets under management for over 1,800 charities as at 30 June 2025.We offer strategic advice on investment policy and bespoke investment management services under discretionary, advisory and execution only mandates, underpinned by high-quality administrative support alon

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