Helping you achieve better results

Charities and Trustees

We work closely with charities large and small across the UK, helping them to manage their resources and invest more effectively. We also help in other ways, such as training the next generation of trustees and advising philanthropists how to give wisely.

We work with a large number of charities and family philanthropic foundations across a wide range of sectors. As well as our award-winning investment management, we add value through expert financial advice and education.

We understand the unique responsibilities and challenges facing charities and trustees, because charitable giving is part of our culture. Many of us at Close Brothers serve as trustees of charitable organisations, while others give their time and energy to help charities raise funds or complete projects. We also run charity days which let our people and our clients volunteer together.

Why choose us?


Stability

As part of the Close Brothers Group, established in 1878, we belong to a firm with deep roots, and a history of helping individuals, families, charities and businesses plan for their future.

Long-term focus

Our approach is prudent, conservative, thoughtful. We will always do what is right, rather than what is expedient..

Investment expertise

Investment markets will go through good and bad periods, but our philosophy and disciplined process have, as yet stood the test of time.

Personal service

We aim to build strong relationships, based on the principle that we will always put your needs first.

We are continually looking for ways to improve our service to clients. In recognition of this ongoing commitment, we have received a number of industry awards.

Investment management

At the heart of our service is our investment expertise. Every investor, irrespective of the amount they invest, benefits from the same rigorous, disciplined, institutional-quality approach. We never forget whose money it is, and are always focused on giving you what you want – whether that’s growing capital, generating income or planning for the next generation.
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Explore our range of investment solutions

From the Close discretionary fund range, to bespoke investment management, we offer a range of solutions to help you meet your client's investment objectives.

Close Discretionary Funds

For investors with £1,000 or more, our investment funds offer a broad range of solutions, whether they are investing for income or growth.

Managed Portfolio Service

Looking to invest £30,000 or more? Our Managed Portfolio Service gives your clients a choice of portfolios that invest in best-in-class funds from some of the world’s leading names.

Discretionary Management Service

Client's who have £100,000 or more to invest, the Discretionary Management Service (DMS) offers you the best ideas from our entire investment team across a range of different risk and income profiles.

Discretionary Management Service - Bespoke service

Our DMS-Bespoke service is suitable for investors with in excess of £1 million to invest who are looking for a higher degree of customisation and direct access to a portfolio manager.

Financial education

We believe that financial education enables people to improve their financial wellbeing, which leads to improved productivity and better staff retention.

We have more than 45 years' experience delivering financial education to the employees of over 200 of the UK's best-known organisations. Our expertise enables your staff to plan for retirement and make better financial decisions. We can also help to train the next generation of trustees.
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Ethical investing

For many trustees, the way investment returns are generated is as important as the returns themselves.

We have partnered with a leading specialist in ethical and responsible investing to ensure your portfolio is always run in accordance with your principles.
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Working with you

We have extensive experience of helping charities and trustees. Like you, we plan for the long term. We understand the special challenges involved in running a charity, and will give you all the support you need.

To us, you will never be just a customer. We aim to build enduring relationships that are built on trust, respect and a truly personal service.
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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.