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.

process of building

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.

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.    

Charities service

Investment portfolios that align with your values

Our specialist team has many years’ experience helping charities and non-profits with investment and portfolio creation. Discover how our unique process allows us to build solutions that meet your specific needs and objectives. 

Sustainability at LGT Wealth Management brochure
Sustainability at LGT WM

Helping to tackle issues impacting the global community

We aim to integrate sustainability into all areas of our business and across our entire service offering. This includes excluding investments with significant ESG risks and prioritising those with sustainable business models. 

stewardship policy
Stewardship policy at LGT WM

Keeping the future in mind when making decisions today

Through extensive stewardship activities, such as shareholder voting and public policy advocacy, we strive to create outcomes that will contribute to a safe and sustainable future for generations. Learn more about our stewardship toolkit. 

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