Conference Sponsors

With M&G, you’re free to choose how you access our award-winning investment expertise. Free to choose from our products created specifically for charities, Charifund and Charibond, or to invest across a wide range of our most popular funds. We have been managing the investment of charitable funds for over 50 years and now look after more than £1.5** billion for charities, large and small – making us one of the most experienced and accomplished managers of these funds in the UK.

**as at 31.01.17.

The value of investments, and the income from them, will fluctuate, which will cause fund prices to fall as well as rise and a charity may not get back the original amount it invested.

At Barclays, we understand that the financial needs of charities are as wide and varied as the organisations themselves, and recognise the challenges the sector is facing.

We have a long history of working in close partnership with charities, foundations and other non-profits who appreciate our comprehensive investment management services.

We have dedicated specialists and provide a holistic approach, always taking the time to truly understand your goals in order to help you navigate complex regulatory demands, while preserving and growing your assets.

To find out more about how we can help your charity to achieve its financial goals and crucially to deliver sustainable results, please visit our website wealth.barclays.com/charities

Please remember that investments can fall in value. Capital may be lost.

As one of the UK’s leading providers of personalised, discretionary wealth management services, Brewin Dolphin is highly committed to charities and is the 6th largest charity fund manager. Our eight dedicated and unified Charity Teams, strategically located across the UK, offer grantmaking foundations and other charities a bespoke investment management solution, supplemented by advice, policy guidance, trustee training, seminars and the Brewin charity magazine.

Our clients also value the direct access they have to their dedicated specialist charity Investment Managers and Administrators, allowing for relationship consistency.

Ruffer is an active fund manager focused on generating positive returns for clients regardless of how the financial markets perform. We have a long track record of protecting and growing endowments, during which, we have preserved our clients’ capital through the major market downturns of 2000 to 2003, and 2007 to 2009 – while generating steady, positive returns that have outpaced inflation.

Our approach to investing has proved appealing to endowments and foundations of all shapes and sizes, and our charity assets under management have grown steadily. We currently manage over £2.0 billion for more than 300 UK charities including a number of Community Foundations.

Conference Supporters

Quilter Cheviot focuses exclusively on structuring and managing client-specific investment solutions. To us, it is imperative to remain aware of the purpose of the investment portfolio and always be mindful that the investments are there to further the charity’s objectives. Our dedicated team with over 20 years’ experience understand the challenges facing charities.

Cazenove Charities is the UK’s largest investment manager of charitable assets. The team of 25 specialists has a track record of generating strong risk-adjusted returns with a commitment to responsible investing. Training and events as well as partnerships with bodies such as UK Community Foundations, reflects the team’s focus on collaboration with the sector.

Smith & Williamson is one of the largest independently owned private client investment managers in the UK, with over a century’s experience in managing wealth. Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile and ethical constraints, and actively manage the charity’s portfolio on your behalf.

Dŵr Cymru Welsh Water is a not-for-profit water and sewerage company that supplies safe, clean drinking water to more than three million customers across most of Wales, Herefordshire, and parts of Deeside every day – and take it away again when it’s been used.

Investec has been looking after charities for over 80 years and currently manages investments of around £3.3bn for nearly 1,200 charities. We have looked after Community Foundations since 2003 and manage approximately £100m of assets for foundations across the UK. Our team of eight investment managers focus on not for profit sector and are committed both to Community Foundations and Charity sector.

 

Corporate Sponsor

CCLA is pleased to bring some good fun to the UKCF conference. Community Foundations play such an important role raising precious resources to support local community action throughout the UK. We are privileged to be able to support your work, providing competitive investment management services for endowed trusts and foundations, faith-based organisations and the public sector. Our products have a strong long-term performance record, are fairly priced and managed. Our people understand the particular needs and challenges of the charitable sector, and our ownership ensures our stability and independence.CCLA Investment Management Limited and CCLA Fund Managers Limited are authorised and regulated by the Financial Conduct Authority.

Media Partner
Alliance magazine logoAlliance magazine is the leading quarterly magazine for philanthropy and social investment worldwide.