Barclays Wealth

Specialist investment management for charities

Barclays Wealth has been managing investments for a variety of UK charities, trusts and not-for-profit organisations for over 60 years.

With such a commitment to this sector, it is perhaps no surprise that more than 700 charities entrust us to look after in the region of £3 billion of their assets. Our clients operate in areas as diverse as social welfare, health and medicine, education, and philanthropic trusts. Our aim is to provide them with excellent investment management combined with a high degree of personal service from an experienced team.

Our charity investment philosophy

• We recognise that every charity is different. Each has unique objectives and, as such, we base our investment recommendations accordingly.
• The core of our investment approach is to ensure that we create the correct asset allocation to suit the charity’s return requirements, while balancing this against risk appetite.
• We utilise the experience of our senior investment committee aided by significant research resources across the entire Barclays Group.
• Our portfolios are diversified across a wide range of asset classes and by geography. This diversity gives the portfolio the potential to deliver superior risk-adjusted returns.

Unrivalled investment expertise

Unlike many of our competitors we also provide a wide variety of investment options for cash and near-cash holdings such as capital protected structured products. Our Liquidity Management Services can also help charities make the most of their cash assets whilst providing the required liquidity and security.

Find out more about our solutions for charities

To learn more about how Barclays Wealth could help your charity, please contact us and we'll be in touch as soon as possible.

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