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Charity investment management

Working with you

Talk to us

We’ll work closely with you, to help keep your finances on track.

You and your trustee board will form a close partnership with your Charity Investment Advisor and Portfolio Manager.

We’ll look at your circumstances and strategic direction, then we’ll offer investment choices across your short, medium and long-term reserves.

Remember, the value of investments can fall as well as rise and you may get back less than you invest. If you’re not sure about investing, seek independent advice. 

What we offer

Breadth of service

Cash and investment solutions across your short, medium and long-term reserves.

See our solutions

News and Insights

Connecting you to the latest insights, updates and trends.

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Citizenship

See how we help individuals, businesses and communities.

See our plan

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking