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Other services

We can support many financial and investment activities across your organisation.

Global custody

We can meet all of your needs for custody and administration of assets, expertise we already share with many charities. We determine which services you need, then deliver appropriately, aiming to deliver clear economic, governance and risk management benefits to your organisation.

Credit and financing

We can explore lending options for charities (including bond issuance) whose statutes allow them to take on such liabilities and whose asset backing makes it prudent to do so – with competitively-priced short or longer term lending arrangements. We can also help charities seeking financing for a commercial property portfolio through our extensive UK and European real estate franchise.

Transition management

We know charities need to provide detailed information both on their investment policy and their investment results. We look to provide all the analysis you need to stay ahead of your investment performance, both day-to-day and when compiling your annual report and accounts.

Brokerage services

Some charities choose to manage their investments internally, whether due to statute or preference. We can support these clients with extensive brokerage capabilities.

Pension management

We work closely with many pension schemes both within the charity and corporate environment. We can facilitate the needs of both defined benefit and defined contribution schemes through our wide range of product solutions.

Insight

We help charities make informed investment choices by providing regular research and analysis into stock markets, investment trends and issues that affect charity portfolio management.

Our Charity Investment Industry Survey has built up a picture of investment trends in the UK charity sector every year since 2002. This and our regular market insight can be downloaded from the Charities section under our Research & Reports section.

Trustee training

We work closely with many charity clients to provide one-to-one trustee education on subjects such as understanding financial markets, alternative investments and portfolio strategy.