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Founded in 1690, Barclays has been helping clients achieve their financial goals for more than three centuries. Barclays is a major global financial services provider engaged in retail banking, private banking, credit cards, corporate and investment banking, with an extensive international presence. Throughout our history we have proudly worked with and supported charities with investments and lending.

Brown Advisory is a global investment management firm, private and independent since 1998. Brown Advisory was founded in 1993 within Alex. Brown, a Baltimore-based investment bank established in 1800. We have worked with charities for over 25 years to help them achieve their investment goals. We are acutely aware of the challenges facing charities and we structure bespoke investment solutions to meet their income and other long-term requirements. Brown Advisory has a 15-year track record in

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

CCLA was born out of an aspiration to provide responsibly managed, cost-efficient investments for charities and churches across the UK. CCLA looks after the assets of more charities than any other investment manager in the UK (as reported in the Fund Management Surveys 2020 to 2025 published by Charity Finance). We aim to continue to grow the business by providing products and services that strive for strong long-term performance, are fairly priced and protect the reputation of our investors. O

Launched in 2000 the Charities Property Fund was the first Common Investment Fund available to all charities in the UK that invests directly in UK commercial property. Many charities do not have sufficient funds to create a portfolio large enough to spread the risk of owning individual properties. With a portfolio of over 100 properties, The Charities Property Fund has been specifically designed to meet the needs of charities, allowing them access to professional property investment and managem

Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management services to charities. Our specialists have earned a reputation for meeting the investment needs of charities of all sizes and sectors including, medical, educational, religious orders and diocese, grant-giving and more. Above all, it is the personal relationship between investment manager and the charity that really sets us apart. We don't use Relationship Managers so you can be confid

EQ Investors (EQ) is a B Corp investment manager focused on sustainable investing. You can be confident that our qualified advice and investment approach ensure your charity’s assets align with its values, support its goals, and enable trustees to fulfil their duties when making investment decisions. Our dedicated charity team takes full accountability for every aspect of your organisation’s investments. We work closely with you to understand your charity’s purpose and objectives, providing tail

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The Charities and Education team within HSBC Private Banking delivers a bespoke relationship management service, with experienced specialists who look after charities, educational organisations and not-for-profits. We provide a tailored, flexible solution that exceeds our clients’ needs and expectations. HSBC maintain a clear commitment to the charity sector through numerous volunteering programmes, strategic partnerships and educational courses. We are proud to be part of a team of talented ind

Dedicated charity specialists with a rich history of excellence.JM Finn is a UK leading wealth management company with a history dating back to the end of World War Two. Our commitment to providing the highest level of personal service to clients has remained a constant throughout: today, we manage over £12 billion of client assets, investing on behalf of individuals, charities and not-for-profit organisations.Why choose JM Finn?High levels of personal service and communicationRobust investment

Latitude is a boutique investment partnership based in London. We run a multi asset strategy that invests in a concentrated portfolio of companies designed to generate superior long-term returns, while diversifying risk. On the non-equity side, we invest in bonds, currencies and commodities which generate uncorrelated returns with downside protection. We offer our clients:1 Simplicity of ProcessOne clear, focused investment philosophy A conviction only, buy and hold, concent

Our experienced charity investment managers partner with charities,  not-for-profits and purpose led investors to deliver investment performance, in a way that promotes their their purpose.The unique structure of our firm provides the stability to take a truly long-term view, which is valuable in todays rapidly changing market place.Our capabilities for charities include treasury management, discretionary, private markets, sustainability, impact & philanthropic expertise,  underpin

With M&G, you're free to choose how you access our award-winning investment expertise, with a choice of products created specifically for charities, Charifund and Charibond, or from a wide range of our most popular funds. We have been managing the investment of charitable funds for over 60 years and now look after £1.2 billion for over 9,000 charities large and small – making us one of the most experienced and accomplished managers of these funds in the UK. Our experience, expertise and inno

At Quilter Cheviot we have a long history of working with charitable and not for profit organisations. As one of the UK's leading charity managers, we provide investment services to over 650 organisations. Many charities and trustees find accessing investments can be overly onerous. We pride ourselves on our flexible approach in dealing with the challenges and dilemmas that come with this responsibility. In addition, we can offer charities a bespoke service by constructing portfolios specifi

Rathbones is one of the leading charity investment managers in the UK. Charities have been entrusting their investments to us for over 100 years and we currently manage £9.5bn* on their behalf, making us the third largest manager of such assets in the UK. We have a large and dedicated charity team, backed by a well-resourced multi-asset investment process and dedicated charity service, events schedule, educational, and thought leadership offering.In addition to discretionary investment managemen

We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society. Charities who partner with us receive a dedicated client service from one of the sector’s largest and most experienced teams. We have been investing charities’ funds for more than 25 years, and currently manage portfolios on behalf

The Property Income Trust for Charities (PITCH), launched in 2004 and is managed by Swiss Life Asset Managers UK (formerly Mayfair Capital). The Fund is valued at c. £500m (GAV- as at 30.09.25) with c.900 charities invested in a portfolio of 40 real estate assets.  The Fund retains the charity's stamp duty land tax exemption on all property purchases (currently 5%) and distributes income to investors monthly. PITCH manages the Fund with a strong focus on ESG, alongside formal ethical and e

Troy Asset Management is a privately owned, independent investment boutique whose aim is to protect and grow its investors’ capital over the long term. The company was established in 2000 to serve investors who shared the objective of seeking long-term absolute returns, whilst ignoring the distraction of short-term market noise and benchmarks. We conduct exceptionally thorough research, and manage concentrated, low-turnover portfolios of our best ideas. Stewardship is promoted by our risk-av

Charities, universities and other not-for-profit institutions have valued the personalised service and high quality investment solutions that we have delivered for nearly forty years.  We understand the complex matters that charities and institutions face. That is why we would work in partnership with you, to ensure that your investments are aligned with your organisation’s objectives and aims.