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Aberdeen
Asset Management PLC
Please contact: David Bailey, Head of Charities
Tel: 020 7463 6325
Email: david.bailey@aberdeen-asset.com
Web: www.aberdeen-asset.com/charities
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Aberdeen
Charity Investment Solutions
Aberdeen Asset Management is committed to the UK
charity sector. For larger charities we manage specialist
portfolios across a range of asset classes. For
medium and smaller charity portfolios we innovatively
use a mix of pooled investment vehicles and charity
common investment funds.
Our
team is a mature and very experienced set of charity
specialists. Asset allocation modelling and high
quality client service are vital factors in our
approach.
Aberdeen Asset Managers Limited is authorised and
regulated by the Financial Services Authority. |
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Baring
Asset Management
155 Bishopsgate
London
EC2M 3XY
Tel:
0800 032 6347
james.brennan@barings.com
www.barings.com/charities |
Barings
is a global asset management firm with £26.8
billion of assets under management.
Our association with charities goes back to 1926
and we were one of the first investment managers
to establish a specialist charity team in 1968.
We are proud to manage £838 million for charities
that range from the national to the local.
We
like to work in partnership with our charity clients
so our investment philosophy rests in the belief
that each charity has its own specific requirements.
Therefore, the investment portfolio we craft for
you must reflect those requirements, rather than
simply track what other fund managers are doing.
Thus
we leave traditional benchmarks to one side; instead,
we agree with you at the outset what you actually
want to achieve and this becomes your investment
objective. Above all, it is designed to achieve
the aims of your charity and not to follow the herd.
Issued by Baring Asset Management (Authorised and
Regulated by the Financial Services Authority).
All data as at 30th November 2007
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Barclays Wealth
1 Churchill Place
London
E14 5HP
Tel: 020 7114 8000
Fax: 020 7116 7101
www.barclayswealth.com
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With over £5 billion in funds under management, Barclays is the largest manager of charity assets in the UK*. Barclays Wealth also has access to the expertise of Barclays Global Investors, the World’s largest fund manager **. With a number of offices around the world, and a network of regional offices throughout the UK, we are in an excellent position to advise a variety of clients from very large endowments to smaller, local charities.
Barclays Wealth can also help in the establishment of new charities. Whether you are an individual wanting to develop your philanthropic interests or a newly created charity requiring financial advice, we can offer you all the support you will need when managing wealth in the charity sector.
For further details on how we can help you fulfil your charitable objectives please contact:
Terry Gyorffy
Tel: 020 7699 2084
lisa.renton@barclayswealth.com
Lisa Renton,
Tel : 020 7114 8358
terry.gyorffy@barclayswealth.com
*As at 30 June 2007 – Source: Charity Fund Management Survey 2007
** Source: Global Investor magazine December 2007
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Cazenove
Capital Management
12 Moorgate
London EC2R 6DA
For more information, please contact
Edward Harley or John Gordon
Tel: +44 (0)20 7155 5600
Email: john.gordon@cazenovecapital.com
Web: www.cazenovecapital.com
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Cazenove
Capital Management is an independent, client focused
business providing specialist investment management
and high quality investment advice. We have been
investing assets on behalf of clients for over 50
years. Today we are one of the UK’s leading
charity fund managers.
Specifically for charities, we offer an investment
approach centred on our excellence in UK equities
and fixed interest. For overseas equities and alternative
investments we provide multi-manager services.
Reflecting
our commitment to the charity sector, we manage
five Common Investment Funds that specialise in:
- UK equities
- Higher yielding UK equities
- Fixed interest
- Absolute return (hedge) funds
- Property
We
also offer segregated portfolios
Cazenove
Capital Management Limited is authorised and regulated
by the Financial Services Authority. Cazenove Capital
Management Limited provides independent advice. |

HSBC
Investments (UK) Ltd
Charity Services
78 St James's Street, London
SW1A 1EJ
Contact Heather Lamont for an informal discussion
Tel: +44 (0)20 7024 0535
Email: heather.lamont@hsbcinvestments.com
Web: www.hsbcinvestments.co.uk
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Wise
investments grow more than just funds
HSBC Investments is the core global investment solutions
and client service platform of the HSBC Group and
acts as the global representative of its award winning,
global, specialist investment businesses.
We
have one of the most experienced and stable teams
in this sector – our senior
managers have an average of more than 15 years’
experience specialising with charity and not-for-profit
clients.
We
understand how vital it is that charities make every
penny count. If you work with us, it won't be our
investment solution, it will be yours. We will be
as involved as you want us to be in the stewardship
of your capital. We offer a fully integrated range
of investment management services and can introduce
ideas and inform your opinion. From:
-
Enhanced cash
- SRI positive screening
- Best of breed multimanager selection
- Ethical exclusion
- Unconstrained equities
- Absolute return strategies
We
will help you find the right blend for your key
investment criteria.
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Legal
& General Investment Management
One Coleman Street
London EC2R 5AA
Contact: Judith Weston
Tel: 020 3124 3583
Email: judith.weston@lgim.co.uk |
Legal
& General Investment Management (LGIM) is a
long term, low risk investment manager committed
to applying expertise in both active and passive
investment to the prudent management of charity
funds. We aim to deliver consistent performance
against agreed objectives combined with a first
rate service, for competitive fees.
Currently,
LGIM manages over £253 billion of assets worldwide
(30 June 2007) on behalf of charities, pension funds,
private investors and subsidiary companies within
the Legal & General Group, making us one of
the UK's leading investment houses. |
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M&G
Investments Management Limited
M&G
Charity Department
PO Box 9038
Chelmsford
CM99 2XF
Tel: 0800 917 4472
Email: info@mandg.co.uk
Website: www.mandg.co.uk/charities |
We
have specialised in investment management for over
75 years and are regarded as a market leader in
equities, fixed income and property. We are the
investment manager of two funds available exclusively
to charities: Charifund and Charibond.
Charifund enables charitable investors in the UK
to participate in the income and capital growth
of the UK equity market.
Charibond provides a fixed interest investment for
charities' investment portfolios.
Having
managed charitable funds for over 45 years and with
approximately £1.8bn invested on behalf of
charities, we are one of the most experienced charity
managers in the UK.
Issued
by M&G Securities Limited and Charities Investment
Managers Limited who are both authorised and regulated
by the Financial Services Authority.
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Sarasin
& Partners LLP
Juxon House
100 St Paul’s Churchyard
London EC4M 8BU
Contact: Robert Ward
Tel:
020 7038 7000
Fax: 020 7038 6850
Email: robert.ward@sarasin.co.uk
Web: www.sarasin.co.uk |
Sarasin
& Partners is a leading charity fund manager
which manages around £1.8bn for some 175 charities.
In total, we manage around £7.1bn on behalf
of our clients. Our investment philosophy is founded
on three main strands; dynamic asset allocation,
the importance of recurring income and our well-established
global thematic approach to international equity
selection. We welcome all kinds of charities and
offer tailor-made solutions, whether through our
management of larger segreated portfolios or two
pooled Common Investment Funds (CIFs) for charities
- the Alpha CIF for Income & Reserves and the
Alpha CIF for Endowments. These diversified multi-asset
class funds can be blended to meet individual charity
objectives and make use of our higly sophisticated
reporting and valuation packages.
Sarasin
& Partners LLP is authorised and regulated by
the Financial Services Authority.
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Smith
& Williamson
Investment Management
25 Moorgate
London EC2R 6AY
Contact: William Cussans
Tel: 020 7131 4000
Email: Charities@smith.williamson.co.uk
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We
advise more than 300 charitable trusts for individuals
and their families and we look after institutional
charities and the needs of the professional trustee.
Charity clients have their own segregated portfolio
tailored to the needs and objectives of the trust.
We combine a flexible approach to investment strategy
with a rigorous investment process, tax efficient
solutions, banking and accounting expertise, a personal,
director-led service and competitive fees. We also
offer a full nominee service with consolidated transaction
and income statements, quarterly valuations and
detailed performance analysis.
Smith & Williamson Investment Management, a
trading name of NCL Investments Limited, member
of the London Stock Exchange and of Smith &
Williamson Investment
Management Limited.
Authorised and regulated by the Financial Services
Authority. |