Charities Working in partnership, respecting your values

We collaborate with charity and endowment clients to provide charity investment solutions tailored to your organisation’s objectives. Through our Charity Resource Hub we offer practical added value, insights, training for trustees and guidance on best practice

Portfolio management for charities
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Portfolios constructed with purpose

Investment management for charities

We know that investment portfolios must reflect a charity's specific needs and values. We work with trustees to understand what a charity is looking to achieve and build a portfolio that meets those objectives.

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ESG Fund Range

Charities Aid Foundation (CAF)

In partnership with CAF Financial Solutions Limited, LGT manage three ESG Funds for charitable investors. Shaped by our own expertise and CAF’s charity sector knowledge, the funds have a sustainable investment policy to preclude investment in sectors that many charities aim to avoid.

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Charity Resource Hub

Hear from experts across our firm with unique investment and charity sector insights, together with guidance on best practice. Our innovative bite-size trustee training is free from jargon, easy to access and helps you stay up-to-date.

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Meet the Charities Team

Meet our team who will work with you to develop tailored investment solutions that align with your charity’s mission, values, and long-term goals. You can trust that your investments are in the capable hands of charity sector experts dedicated to creating positive change in the world.

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