Charities investment brochure
Whether you want to invest for income, growth or to secure your organisation’s future, we are here to help your charity achieve their financial goals. Download a brochure of our services.
Helping charities to achieve their investment goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.
RBC Brewin Dolphin is one of the largest charity investment managers in the UK and Ireland, with ten specialist teams managing over £3 billion for more than 1,600 charities, helping them to fulfil their obligations to a wide range of beneficiaries.
Meet the team
Your charity’s situation is unique; the members of RBC Brewin Dolphin’s charity team understand that. Between them, they have many decades of experience working for charities with a wide range of mandates and understand the specific challenges and opportunities faced by the sector.
We believe that responsible investing is important at all stages of the investment process, from our research analysts recommending stocks, to our clients telling us what they want their portfolios to achieve.
We are seeing increasing demand for all aspects of responsible investing from every corner of society. This is an exciting opportunity for us to serve our clients in innovative ways and influence society around us.
RBC Brewin Dolphin’s Charity Team hosts events across the UK. We are regularly joined by lawyers, auditors, accountants and senior charity leaders who share their knowledge and insight on a wide range of topics of interest to Charity Trustees and other senior decision makers.
We are delighted to have already won 20 awards in the last 2 years, voted for by peers, advisers and clients.