Investment management for Charities
Helping charities protect and grow their assets to support their mission today and for years to come.
With more than 30 years of experience working with charities, we help trustees, finance teams and charity leaders navigate the challenges of investment management, governance and long-term financial sustainability. Whether you're reviewing your current arrangements or investing for the first time, our specialist charities team can help.
How we work:
- Dedicated charity investment specialists who understand the unique challenges charities face
- Bespoke investment solutions aligned with your objectives, spending requirements and investment policy
- Clear reporting, trustee support and governance guidance to help you make informed decisions with confidence
Why charities choose W1M
Specialist charity expertise
We've been managing charitable assets for over 30 years. As current and former charity trustees ourselves, we understand the challenges of balancing spending needs and long-term growth while navigating governance and ethical investment considerations.
Investment capability
Our award-winning investment team combines institutional-quality investment expertise with a highly personalised approach. Dedicated specialists across asset classes and global markets help deliver robust investment solutions designed to support your charity's long-term financial sustainability.
Governance and trustee support
We work closely with trustees, finance directors and executive teams, providing clear reporting, regular reviews and ongoing support. We help charities develop and maintain investment strategies that reflect their objectives, governance framework and evolving requirements.
Charity investment management1
We create tailored investment strategies designed around your charity's objectives, spending requirements and investment policy. Whether your priority is capital growth, income generation or a balance of both, we'll develop an approach aligned with your needs.
Flexible investment solutions2
We offer a range of investment solutions designed to meet different objectives and requirements, including bespoke portfolios and our dedicated charity fund. This flexibility allows charities to choose an approach aligned with their investment policy, governance framework and available assets.
Responsible and ethical investing3
Many charities want their investments to reflect their mission and values. We can help incorporate ethical and responsible investment considerations into your strategy while remaining focused on achieving your financial objectives.
Reporting and trustee oversight4
Regular reporting, reviews and direct access to our investment team help trustees and finance teams stay informed and ensure investment strategies remain aligned with their charity's objectives and requirements over time.
We take the time to understand your charity, develop an investment strategy aligned with your objectives, and provide ongoing support to help keep you on track over the long term.
Understanding your organisation
Reviewing your current arrangements
Developing your investment strategy
Implementation
Ongoing partnership and review
Speak to our charities team
Whether you're reviewing your current investment arrangements or looking to invest charitable assets for the first time, we're here to help.
From your first conversation, we'll connect you with a member of our specialist charities team who can discuss your organisation's objectives, requirements and investment considerations, helping identify the most appropriate next steps.