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Services for Charities & Trusts

We have a great deal of experience in providing investment management services for charitable accounts. Charitable funds under our management span educational trusts, foundations, religious orders and endowed and fundraising charities of all sizes.

We have a virtual charities team which operates across all our offices. This ensures that charities can find the expertise they need locally to them and have the knowledge that all investment managers are ‘plugged in’ to the resources and knowledge held throughout the firm.

We also have extensive experience of looking after traditional trusts and new schemes following the modernisation of trusts legislation.