An award-winning independently owned Partnership built to support charities

Since we began in 1989 and we have made it our mission to make the benefits of investing accessible to all. As we have grown over time we have supported many charities and also opened our own Charitable trust over 20 years ago. Through this we have developed an understanding of the day-to-day operations and reporting obligations that fall on a charity and so are uniquely placed to help your charity comply with its Investment Policy Statement.

We have worked with a range of charities from non-profits, trusts, hospitals and schools. We understand every charity’s needs are different and will assign a dedicated and qualified team that understand your requirements and can design an appropriate investment portfolio. 

Download our Charity brochure below to find out more

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