Charity investment management

Working with you

We’ll work closely with you, to help keep your finances on track.

You and your trustee board will form a close partnership with your Charity Investment Advisor and Portfolio Manager.

We’ll look at your circumstances and strategic direction, then we’ll offer investment choices across your short, medium and long-term reserves.

Remember, the value of investments can fall as well as rise and you may get back less than you invest. If you’re not sure about investing, seek independent advice. 

What we offer

Breadth of service

Cash and investment solutions across your short, medium and long-term reserves.


See how we help individuals, businesses and communities.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

  • /content/dam/barclaysuk/decisiontree/ready-to-talk/questions/residency/residency/_jcr_content/data/master.json
  • /content/dam/barclaysuk/decisiontree/ready-to-talk/questions/investable-assets/investable-assets/_jcr_content/data/master.json

Your requirements

Step 1 of