Brewin Dolphin is a FTSE 250 listed company with £40.1 billion in funds under management. * We are a UK PLC, owned by our shareholders and regulated by the Financial Conduct Authority.
We have been managing investments for charities, trusts, private clients and pension schemes for generations and manage more than £3.4 billion* specifically for UK charities.
We have generations of experience in helping charities to achieve their financial objectives and our Charity Team has the knowledge and understanding to assist charities with the administrative, regulatory and reporting requirements surrounding the management of assets.
Our charity specialists are located in strategic locations across the UK and are dedicated to charity investment management. We understand the duty of care that applies to trustees and adhere to the investment guidance and principles of the relevant regulators: the Charity Commission, the Office of the Scottish Regulator and the Charity Commission for Northern Ireland.
We are happy to assist in the construction and review of the trustees’ formal Investment Policy Statement (IPS). This brings together all the investment requirements and arrangements to ensure that the service we provide you works smoothly.
We can also assist when charity budgets are being set, given the vital contribution that investment income (and any capital withdrawals) makes to the annual plan. We recognise that both income and capital, whether treated separately or invested on a total return basis, are an essential part of balancing trustees’ duties to provide for current and future beneficiaries.
Our service is designed not only to provide the investment returns sought by your investment strategy, but also to enable trustees and staff of charities to rely on us to understand the pressures that are relevant to the investment market and the charitable sector. In addition to a comprehensive investment service, we provide trustee training and a topical newsletter.
When we enter into a partnership with a charity, we approach it as a relationship that will last for years. So we will invest as much as is necessary in terms of time, insight, experience and hard work to fulfil your requirements. We are committed to our charity business, to managing charitable investments and to working thoughtfully with each client.
For more information about our services, please contact:
Head of Charities
T: 0203 201 3924
Charities Business Development Manager
T: 0203 201 3916
* Source: Brewin Dolphin, Report and Accounts, September 2017 The value of investments can fall and you may get back less than you invested. Brewin Dolphin Limited is a member of the London Stock Exchange, and is authorised and regulated by the Financial Conduct Authority(Financial Services Register reference number: 124444).