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 charity
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: 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
Stay informed with expert insights
From investment insights to trustee guidance, our latest articles, reports and events are designed to help charities navigate change with confidence.
- Insight
Should your charity take a barbell approach to reserves?
How separating short-term liquidity needs from long-term reserves could help charities balance immediate funding requirements with longer-term investment growth.
- Insight
Preparing for inheritance tax reform: what schools, charities and donors should know
Proposed changes to inheritance tax from April 2027 are prompting people to review their financial plans. For schools and charities, they also present an opportunity to talk to supporters about giving and legacy planning
- Insight
Investment Outlook: Investors and firms just can’t get enough of AI
A monthly round-up of global markets and trends
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.