Charities investment management

We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.

Why we’re different

Listen to our knowledgeable team talk about how we can help and why we’re different.

How charities benefit

We structure discretionary portfolios to reflect each organisation’s specific requirements. We will assess and consider your risk tolerance, specific income needs and ethical criteria to build the portfolio that is right for your organisation. And it is not just about managing the money – we also provide investment advice and will help you craft your Investment Policy Statement.

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How your charity’s portfolio is invested

Decisions about your charity’s portfolio are based on a carefully considered investment philosophy and rigorous process. You will benefit from a consistent and disciplined approach to the management of your portfolio, while receiving advice tailored to investments for charities and your organisation’s individual situation and objectives. 


Every investment portfolio faces risk and an important part of our role is to manage that risk. Spreading investments across different asset classes and industries is crucial, but we also look at how economic change might affect portfolios. 

We continuously review potential risks to portfolio investment from company-specific, market and economic factors. 

A robust and proven process

The strategy underlying your portfolio is reviewed each month as our Asset Allocation Committee meets to review how RBC Brewin Dolphin approaches its investments. It will then draw up a recommended strategy based on this review. This strategy is shared with investment managers who apply it to each portfolio. 

Your investment manager will report directly to you. You can meet them regularly to discuss their investment approach and your changing requirements. 

Ethical investing

For some charities, the nature of their work is reflected in ethical criteria in their investment Policy Statement. We can incorporate a wide range of ethical criteria in portfolios, ensuring that all securities held are compliant with your charity’s specific criteria. To do this, we use a global responsible-investment research database for screening based on both positive and negative criteria. 

Our aim is to help trustees balance their returns with their concerns. We are available to discuss your charity’s ethical requirements at any time to explore what restrictions should or should not apply. Currently, 24% of our charity clients have an ethical or socially responsible policy (comprising 39% of our charity funds under management).

I am ready to start a conversation

Find out how we can help guide your charity’s investment future.

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