News List

5 July 2008: Barclays Wealth research says policy makers cannot fix inflation problems quickly 4 July 2008: Barclays Wealth appoints Head of Wealth Advisory in India to help drive expansion 4 July 2008: Investors seek value in falling market conditions 27 June 2008: Investors seek diversification through funds 25 June 2008: Barclays Wealth makes senior hire from UBS 19 June 2008: Barclays Wealth appoints Karine Genevy as a new Director in its Investment and Product Office 17 June 2008: UK remains best place to be an RND: and the industry is responding quickly to the changes 15 June 2008: Response to press comment and trading update 12 June 2008: Barclays Wealth makes senior appointment as growth continues in the Midlands 10 June 2008: Barclays signals commitment to Liverpool with launch of new premises in Docklands

Specialist investment management for charities

Managing investments for charities is a highly specialised business, and Barclays Wealth is one of the UK’s leading experts in the field. We have a long-standing commitment to the charity sector, and our specialists currently manage over £2.3 billion* on behalf of 1,700 UK charities of all sizes. Our charities operate in areas as diverse as social welfare, health and medicine, education and training, and philanthropic trusts.

Our charity investment philosophy

Our team will work with you to meet your charity’s income and capital objectives. That means finding the balance of risk and return you’re comfortable with and tailoring your portfolio to accommodate any ethical investment preferences you have. You’ll receive timely and efficient reporting of your investment performance from our dedicated teams of investment administrators.

Unrivalled expertise

In addition to the national charities, we have a regionally based team of charity investment specialists, incorporating our sister company Gerrard Investment Management, who offer a personal service to trustees. This combines the presence and local knowledge for organisations that operate in the local community.

We also incorporate alternative investment solutions from Barclays Global Investors, the world’s largest fund manager, and Barclays Capital, the Group’s investment banking business. A strong team of dedicated economists, specialist investment strategists and analysts from these companies supports all of our investment decisions.    

We can offer you:

  • Discretionary investment management to suit various objectives and investment profiles.
  • A dedicated manager
  • Advice on formulating an appropriate investment policy and selecting benchmarks
  • Access to structured products, hedge funds, commodities and property, as well as traditional equities and bonds.
  • Products specifically designed for charities, such as the ChariTrak investment fund from Barclays Global Investors’
  • Capital protected structures, asset swaps and other products from Barclays Capital
  • Regular valuations and reporting, including agreed performance measurement
  • Regular meetings with Trustees
  • Trustee training on investments
  • A custody and nominee facility
  • Cash management facilities

Learn more about our specialist investment services:

 

Investment management

We provide a range of products and services, including modelled, bespoke discretionary and advisory portfolios.

Alternative investments

As one of the UK's largest and most successful alternative investment managers, we can help you to diversify your portfolio and reduce your risk using hedge funds, private equity, real estate and more.


Find out more about our solutions for Charities

To learn more about how Barclays Wealth could help your charity, please complete our online form and we’ll contact you as soon as possible.

Contact us

 

Legal information

* As at 30 September 2007.

The products and services described on this page are provided by the following companies which are part of Barclays Wealth:Barclays Bank Plc,Gerrard Investment Management Limited. For further information on these companies and Barclays Wealth please read Important Information.

Due to legal and regulatory requirements only certain entities will be able to provide the above products and services in your jurisdiction. The relevant entity reserves the right to make the final determination on whether or not you are eligible for any particular product or service   

You must read the important information before proceeding. 


  • Online Services

Research and analysis on the markets. View Research.


Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the important information before proceeding.

BARX - Barclays Stockbrokers fully customisable professional trading platform allows seamless trading in equities and CFDs

Gerrard Client Centre - Online access to Gerrard Investment Management Portfolios

International Online Banking - Online banking for international clients

UK Online Banking - Online banking for UK resident clients

Barclays Stockbrokers - The UK’s largest execution-only broker offers self directed investors access to a wide range of investment products & services

e-FX Dealer - An internet based real-time* treasury dealing service for intermediaries and corporate clients

Corporate eBanking
Online banking for intermediaries and corporate clients providing you with real time access* to your accounts.  Log-on to the appropriate service for you:

International Corporate eBanking
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Wealth Online Banking (Singapore) for Singapore based accounts

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