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Charity financial management
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Here are just some of the ways we support trustees with their investment strategies

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1 November 2022 | 3 minute read

At RBC Brewin Dolphin we support over 1700 charities and their trustees across the UK.

We have eight strategically located charity teams across the UK, with over 40 national charity specialists.

Just some of the ways we support trustees with their investment strategies include:

Professional investment advice

In line with charity regulation and guidance, many trustees require professional investment advice, which as an FCA-regulated company we provide. Your funds are invested under a formal contract and run by qualified investment professionals.

Investment Policy Statements

Your Investment Policy Statement provides the framework for how your investments will be managed. This is a requirement for charities under Charity Commission regulation for those with a discretionary Investment Manager and considered best practice by the Scottish charity regulator, OSCR.

Trustee training

We hold regular events and seminars, including trustee training days and other events on topical issues of relevance to the sector. We often partner with leading professional services firms to provide a comprehensive update on a wide range of topics. Our independent events are free of charge.

Find out more 

Get in touch today to speak with one of our charity investment experts. 

Contact us

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