Investment management for charities Portfolios constructed with purpose

We understand that investment portfolios must reflect a charity's individual needs and values. We work with trustees to develop an understanding of what the charity is looking to achieve and build a portfolio that meets those objectives.

A specialist approach Our blend of service and experience

Managing investment decisions for a charity or not-for-profit organisation requires careful consideration and a rigorous process. Our specialist approach means you will receive advice tailored to your specific needs and circumstances. You will have a dedicated investment manager who will get to know your organisation and who will keep in regular contact with you to ensure your portfolio is meeting your goals and is in line with your risk profile.

A dedicated team that you can trust

In recognition of the unique requirements of charities, we ensure our team of specialist investment managers have years of experience working in the charity and non-profit sectors, with many serving as trustees of charitable organisations themselves. This means they have a unique perspective and a deep understanding of the challenges third sector organisations face and are able to seek out solutions to address them.

In recognition of the unique requirements of charities, we ensure that all of our charities’ investment managers are of a senior level, meaning clients always have direct access to decision makers.

Expertly managed portfolios

We understand the responsibility that comes with managing charities’ portfolios. That's why we have a rigorous investment process in place. At the heart of this process is our in-house Investment Committee, which comprises our most experienced investment managers and asset class specialists. The views of our Investment Committee reflect our best investment ideas, which are integral to the construction of our clients’ portfolios.

Our advice is always impartial, and we pride ourselves on a whole of market approach to portfolio management and fund selection.

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Our commitment To contribute to a more sustainable world

We strive to ensure our business activities have a positive impact on the environment and society. As a group, we aim to make a contribution to the United Nations Sustainable Development Goals (SDGs) to help create a better, more sustainable world.

As a privately owned firm, we take an entrepreneurial approach to running our business. This means we can make long-term decisions in the best interests of our clients quickly and independently. Learn more about what makes LGT different.

We are pleased to publish our 360 Report which highlights our integrated approach to sustainability. This year we focus on resilience and how strong natural systems and robust investment in business and communities can help support healthier and cleaner societies.

Sustainable investing has faced scrutiny, but the challenges it addresses remain. Climate risks, nature loss, modern slavery and inequality are increasingly visible and financially relevant. This fourth edition of our Stewardship Report highlights our efforts to create positive change through...

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