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Barclays Bank PLC is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.

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RBC Brewin Dolphin

RBC Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary investment management services and a top 10 charity manager*, with offices across the UK and the Channel Islands. We have been providing bespoke services to charities, private clients, pension funds and trusts for generations and focus on working with clients to provide solutions in relation to their needs.


CCLA is one of the UK’s largest charity fund managers according to the latest Charity Finance Survey. Managing investments for charities, religious organisations and the public sector is all we do. Based in the City of London, with an office in Edinburgh, we are largely owned by our clients’ funds.

Charles Stanley Wealth Managers

Charles Stanley’s focus on clients has endured since their foundation in 1792, earning them a reputation as one of the UK’s leading wealth managers. They provide a truly bespoke discretionary investment management service, helping trustees fulfil their obligations and creating financial security for their many charity clients.

Evelyn Partners

Evelyn Partners (formerly Smith & Williamson and Tilney) has been helping charities shape their financial futures for over 100 years. We build long-term partnerships, ensuring that we understand not only your investment objectives, but how they interact with the philanthropic aims of your charity.

Rathbones Investment Management

The Rathbones charity team is proud to manage £6.5 billion* of assets for more than 1,900 charities, making us the fourth largest charity manager in the UK. We believe it benefits our clients to have their investments looked after by dedicated sector experts and our team of 26 work solely on charity investments. Many of us are involved with charities outside of work: and more than half of our team are charity trustees, demonstrating personal commitment to the charity community and providing invaluable insight into the challenges charities face.

Ruffer LLP

With a distinctive approach to investing which we believe is well suited to the needs and goals of charities and their trustees. Ruffer focus on delivering ‘all weather’ investment returns and protecting and growing the value of our client’s assets throughout the market cycle.

Sarasin & Partners

We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.

Triodos Bank

One of the world’s leading sustainable banks, Triodos has been operating in the UK for more than 25 years and has supported thousands of organisations around the country that positively affect people’s lives, protect the planet, or build strong communities.

Much like the charities we work with, we aim to help create a society that protects and promotes quality of life for all. Supporting charities is intrinsic to our mission, rather than simply a product or service that we offer.

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