Charity investment management services
Charities operate in an increasingly demanding and accountable environment. W1M's specialist charity investment management team works in partnership with you to manage your charity's investment in a way that aligns with your objectives, whether that means a bespoke investment management service, accessing a charity investment fund, or developing a responsible investment policy that incorporates ethical investment services and meets Charity Commission guidelines.
Our offering
For clients with specific requirements, such as a particular income target, risk profile or ethical policy, a segregated portfolio can be tailored to meet your needs. For clients seeking a pooled approach, we have a charity-specific fund, The WS Waverton Charity Growth & Income Fund. Explore how W1M supports charity investment management.
Segregated portfolios
Be it a particular income requirement or specific ethical restrictions, we work closely with you to ensure that your portfolio reflects your requirements at all times. A bespoke investment portfolio Direct access to your portfolio manager Ongoing support and investment advice from the team for your charity account Custody for your assets Training, guides and seminars related to investment strategy Ethical screening available
Charity Fund
The WS Waverton Charity Growth and Income Fund (CAIF) was developed to offer charity clients, regardless of size, the administrative ease of a fund in a cost efficient manner. - Actively managed, multi-asset fund - Built-in ethical screen - A minimum value of investment of £10,000 - Suitable for a wide variety of charities
Why choose W1M?
W1M has longstanding experience advising charities across the UK on their investment needs. Our dedicated charity investment team understands the regulatory and reputational responsibilities that come with managing charitable assets, and we work closely with charity trustees and boards to ensure every decision is made with confidence, transparency, and full compliance with Charity Commission guidance.
FAQs
Charity investment services are specialist financial services designed to help charitable organisations manage and grow their assets. A dedicated provider like W1M can help trustees identify an appropriate investment strategy that balances growth, income, and ethical considerations.
Charity investment management takes into account the unique regulatory environment charities operate within, including the Charity Commission's guidance on investment. It also considers the reputational importance of responsible investing and the need to balance financial returns with your organisation's mission.
Charity investment management involves the ongoing management of a charity's investment portfolio in line with its investment policy statement, risk appetite, and ethical guidelines. This includes asset allocation, performance monitoring, and regular reporting to trustees. W1M's charity investment management service handles all of this on your behalf, ensuring your assets are managed prudently, transparently, and in full compliance with your responsibilities as a trustee.
Investment guides
We offer tailored trustee training and ongoing guidance to ensure trustees understand their responsibilities, stay compliant, and feel empowered in their roles. Our goal is to support you every step of the way.
Conducting an investment manager review
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Investing for the first time
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Writing a responsible investment policy
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Writing and reviewing your charity's investment policy
Download guide