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At Broadstone, we have high quality specialists that provide a full spectrum of investment Advice for Foundations, Endowments, Charities, Trusts & Schools (AFFECTS). Our team of 30 investment specialists are committed to helping you achieve your objectives through expert guidance and a deep understanding of the third sector’s unique needs.
Contact: Katharine Patel
Over the past 50 years, we have taken a leading role in the development and promotion of best practice in the sector and now act for over 300 charity and not-for-profit organisations in all parts of the sector.
Contact: Neil Poynton
We understand the priorities and challenges that charities face, and the need for confidence and security, when it comes to managing money.
Contact: Vicky Maidment
Owned by Trinity Hall and Cambridgeshire Local Government Pension Fund, we are the result of two well-respected institutions who joined together to create a responsible specialist bank. Our expert team understands the charity sector’s unique needs, offering a responsive service, and straightforward savings accounts to help your money grow.
Contact: Ben Minter, Portfolio Director - Charities
Cazenove Charities is a dedicated investment and advice team within the wealth management arm of Schroders, a FTSE-100 listed company. More than 1,650 charities, universities, foundations, endowments and other non-profit bodies have entrusted us with £9.9 billion assets under management as at 31 December 2021.