Managing portfolios for charities

Putting our expertise to work

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

Award winning services

Our focus on a high quality service along with a deep understanding of the charity’s investment requirements, has engendered long term relationships across a wide range of charities throughout the UK, including Livery, Educational, Religious, Children’s, Military, Hospice, Housing, Health, Disability, and Animal as well as grant making charities.

Our investment services appeal to many charities thanks to our focus on our clients. We know that charities and their trustees often place the level of service they receive above all else and our long term experience in managing charity investments, coupled with our investment expertise, has seen us become a growing force across the charity investment world. 

Get in touch

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020 7600 1660

Image of two rock climbers, representing the award winning charity services at JM Finn

How can we help trustees?

Charities and not for profit organisations make an essential contribution to public life and their investments are often the cornerstones of the success of the charitable body. This, alongside a trustee’s personal responsibility, is why many charities want an investment approach that is both robust and repeatable, whilst being treated as an individual.

Bespoke portfolios:

We build portfolios tailored to the charity’s specific requirements. Expanding on our private client heritage, we adopt a comprehensive, but flexible, approach to managing charitable assets via a highly consultative process; this helps us achieve a charity’s investment objectives.

Multi-asset funds:

For smaller charities, or those that prefer a pooled investment service, we offer three portfolios that are objective-led that draw on our broad range of in-house investment expertise.


Award winning flexibility

With both bespoke and a unitised, or pooled, approach to investing our flexibility helped us win the coveted annual COLWMA award for Best Investment Team for Charities in 2020, 2021, 2022 and again in 2024 demonstrating consistent high levels of achievement.

Our recent awards:
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