Investment management for charities

Helping charities meet their needs and objectives.

Understanding your charity's investment guidelines and the purpose of your portfolio

Many charities choose to invest with us to grow their funds in order to support future philanthropic projects, or to generate a sustainable income. An investment manager will develop a bespoke investment strategy in line with your charity's long-term objectives, allowing you to focus on furthering your charity's purpose.

The majority of our charity clients appoint us on a discretionary basis, allowing us to manage the day-to-day responsibility of an investment portfolio in line with your charity’s ethos and investment goals.

Why charities choose EFG Harris Allday

  • Bespoke offering - we recognise that every charity is unique and our team will discuss your needs and objectives as a starting point of any conversation. We will then build a solution that is customised for you
  • Flexibility - when we work with our charity clients, we start by considering your investment policy statement. We will work with you to identify your investment objectives, taking in factors such as your risk tolerance, requirement for income, any ethical considerations and investment restrictions 
  • Investment expertise - our investment services are forward thinking, bespoke and award winning. Our environmental, social and governance (ESG) research can help our clients to meet their objectives in a responsible manner
  • Service reporting - Your team are on hand to help to ensure this is timely, transparent and competitively priced. Clients and their advisers can also access their portfolios online
  • Partnership - we offer our clients much more than investment management. We can provide cash management solutions, lombard lending, advisory and execution only services. Our team are available to provide trustee training if required. We also host regular networking events which are available to our trustees
Why charities choose EFG Harris Allday

Working with your investment manager

Your investment manager will be supported by an experienced team, including assistants, a dedicated in-house research team and back-office support. 

The centralised research team and investment process is designed to carry out due diligence across a wide range of assets. This allows investment managers to create truly bespoke portfolios, tailored to meet the changing needs of the charity over time.

Discuss your charity's objectives with an experienced investment manager

Contact a member of our team to discuss your requirements. We will develop a bespoke portfolio in line with your charity's ethos.

Looking for expert advice and guidance?

Contact us to learn more about how we can help. A member of our team will be in touch.

Contact us
  • EFG Harris Allday
    33 Great Charles Street - Birmingham B3 3JN
  • 0121 233 1222