The financial needs of charities are as wide and varied as the organisations themselves. Our starting point is therefore always taking the time to truly understand your goals in order to help you navigate complex regulatory demands, while preserving and growing your assets.

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We understand the challenges the sector is facing. We will work with you as a trusted partner to ensure your organisation meets the financial objectives set.

An experienced charity partner

Your Charity Investment Advisor and Portfolio Manager will form a close partnership with you and your board to understand how Barclays can help you meet your financial goals and crucially, deliver sustainable results.

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

  • Dedicated specialists – Your Charity Investment Advisor will act as your gateway to our award winning portfolio management team, investment products and partners that will support your investment objectives.

  • Consistent delivery – Our overall investment objective is preserving and growing your assets, according to your investment horizon and risk appetite.

  • Holistic approach – As a client of Barclays, we will ensure you receive the most appropriate products and services we can offer. This includes our Corporate Banking team who can support your day-to-day banking, treasury deposits, foreign exchange and finance facilities. Our Corporate Banking team is a market leader for transactional, relationship-led banking.

The best way to understand how we can help your charity achieve its financial goals is to get in touch and lay the foundation for a long-term partnership built around your ambitions. Please complete the contact form to discuss your requirements.