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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.
Contact: Sharika Sharma: Head of Business Development
CCLA exists to deliver specialist investment management to charities and not-for-profits.
Contact: Carolyn Sims, Director of Lending
Charity Bank is the loans and savings bank owned by and committed to supporting the social sector. They bring together passionate savers, who want their savings to make a difference, with organisations seeking loans to create real change in the lives of people, communities, and the planet.
Contact: Sarah Rowley
Contact: Glenn Baker
Charles Stanley is one of the UK’s leading wealth managers. Providing a bespoke discretionary investment management service, creating financial security for our many charity clients. Our approach is to develop a sensible, affordable and realistic investment strategy, at the heart of which is the relationship with your dedicated investment manager.