Investment Management for Charities
We are trusted by all manner of charities to manage their investment portfolios on a discretionary basis, thanks in part to our client-driven approach.
We export our experience in private client investment management to the charity world, which sees us adopting a flexible approach to managing charitable assets via a highly consultative process. Our focus on a high quality service along with a deep understanding of the charity’s investment requirements, has engendered long term relationships across a wide range of charities throughout the UK, including Livery, Educational, Religious, Children’s, Military, Hospice, Housing, Health, Disability, and Animal as well as grant making charities.
Our discretionary service appeals to many charities thanks to our focus on our clients. Charities and their trustees often place the level of service they receive above all else. Our long term experience in managing charity investments, coupled with our investment expertise, has seen us become a growing force across the charity investment world.
Read more about our discretionary portfolio management service or contact our specialist charities team.
Coleman Street Investments
As well as managing tailored portfolios we also have a range of unitised portfolios that may suit charities with smaller investment portfolios, or who do not require the high individual nature of our discretionary portfolio management service.
Read more about the Coleman Street Investments fund range.