Investment services for charities - giving you expert advice
Helping charities successfully manage and grow their money
How we can help your charity
In addition to managing your charity's investment portfolio, we offer a range of investment management services. With this breadth of knowledge, we can help you with a range of charity issues including:
- The reserves and investment policies
- Income versus total return choices and structuring
- Responsible investment, value alignment and ESG exclusions
- Trustee information and support, including ongoing training and guidance
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.
Brochures
Guide: Responsible investing for charities
Helping charities to fulfil their investment requirements.
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Guide: Charity investment management
Helping your charity achieve its investment objectives.
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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 with over £500,000 to invest.
Find out moreThis information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.