Finance & investment

Brewin Dolphin

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.

CAF (Charities Aid Foundation)

CAF is a charity, bank and a champion for better giving, and for over 90 years we’ve been helping donors, companies and charities make a bigger impact. Our independence, expertise and reach mean we’re uniquely placed to do this.


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

Since 1792, Charles Stanley’s focus on their clients’ best interests has helped them become one of the UK’s leading wealth managers. With over 20 offices across the UK, Charles Stanley currently manage and administer £24.9bn*, of which £1.56bn* is managed on behalf of over 800 charities.


In our seventh generation of family control, Rothschild Private Wealth remains a stable and secure home for a charity’s investments, in an environment of ever-increasing consolidation in the financial services industry.

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

Sarasin & Partners is a specialist asset manager, managing £13.6 billion* on behalf of private clients, charities, intermediaries and institutions in the UK and around the world (as at 31 March 2018).

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