Charity investment management to support work that matters
Our experienced investment managers help trustees and charity executives make informed, mission-driven decisions that strengthen your charity’s future
Investments built to support what’s next for your cause
A true partner, ensuring your investments align with your mission, preserve your resources and adapt as your charity evolves.
Built for your mission
Investment strategies aligned with your charity’s purpose, balancing returns with reputation and impact.
Extensive charity expertise
Trusted by over 1,250 charities, with £3.4bn under management as of 30th September 2025, we understand governance, regulation and the unique challenges trustees face.
True collaboration
Partnering with you at every step, from trustee meetings to long-term planning, we bring structure, clarity and care to your financial choices.
Helping you plan, preserve and deliver lasting impact
Investing with purpose
We design portfolios to support your mission for years and decades to come. Together, we’ll build an investment approach that places risk management and capital preservation at the centre, while also aiming to grow your funds to allow you to impact as many lives as possible.
Remember there are risks of losing money with investing.
Guides
Guide: Charity investment management
Helping your charity achieve its investment objectives.
Find out more
Guide: Cash & Cautious Bond Portfolio
The Cash & Cautious Bond Portfolio is an actively managed, liquid and fully flexible selection of high-quality cash and bond investments, designed to support the unique needs of charities looking to invest surplus cash reserves.
Find out more
Speak to Evelyn Partners about your charity
For more information on how our services could benefit your charity, contact a member of our charities team today.
Stay informed with expert insights
From understanding investment options to hearing from specialists who support charities every day, our latest articles, reports and events are designed to bring you clarity and confidence at every stage.
- Event
Responsible Investment Event 2026
Evelyn Partners is delighted to invite you to an engaging evening exploring the innovations shaping the future.
- Insight
Why it’s all about inventories in the Middle East
Inventories could determine impact on the economy and length of the war in the Middle East
- Insight
Markets are still digesting risks from the Middle East
Oil price rises as Middle East tensions weigh on investor’s minds
- Insight
Middle East escalation and market impact
Escalating tensions in the Middle East have brought renewed market volatility and lifted oil prices, but diversified portfolios offer resilience in periods of uncertainty
- Guide
Guide: Investment management for charities
Helping your charity achieve its investment objectives.
- Insight
How the Cash & Cautious Bond Portfolio can support your short-term planning needs
Holding everything in cash isn’t always the most effective way to support short‑term plans. A near‑cash approach can help you stay flexible with a measured level of risk
- Insight
Look through Trump’s tariff tantrums
What does it mean for investors now that the Supreme Court has cancelled the majority of President Donald Trump’s ‘Liberation Day’ tariffs?
- Insight
Saddle up for Chinese political uncertainty in Year of the Horse
China’s sudden political shake‑up raises concerns but left markets largely steady. As domestic tensions rise and geopolitical risks shift, investors may find both challenges and opportunities ahead
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.