Menu Home Who we help Charities Charities Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to identify and implement the right investment approach to meet the objectives of a charity or other non-profit organisations, and build portfolios tailored to individual requirements and evolving goals. We believe that having a personal relationship and fully understanding your needs is the best way we can ensure a portfolio matches your charity’s requirements. In addition to delivering investment performance, we offer a dedicated client service and administration — helping you to achieve your strategic objectives. How we can help Assurance and accounting Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success. Find out more Investment management Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively. Find out more Wider charity services Helping Trustees, charities and institutions with charitable status to reach their full potential. Find out more Follow us: Personal Services Solutions Business Services Solutions Industries Our People Insights Webinars Subscribe to Insights Careers Experienced hire Newsroom View newsroom Contact us Latest tweet Nexia Privacy statement Slavery and human trafficking Legal and Regulatory information Terms of use Complaints procedure Careers Fraudulent activity Cookie Settings This site uses cookies to provide you with the necessary functionality and to provide a personalised experience. By using this site you agree to our use of cookies. Please read our cookie statement for more information on the cookies we use and how to delete or block them. Accept Adjust cookies settings