Investing for charities

We have helped charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, our very first such client is still with us. Whatever your organisation’s focus – healthcare, education, faith or the arts – we can support you with suitable investment expertise. Our strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. We aim to provide you with exceptional service and value for money.