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Charities & Endowments

Helping you find the right solutions that align to your purpose and values.

Strategic and innovative solutions

Advice is about people, not products. And our clients stay with us for the long-term because they know we have their best interests at heart. With market-leading expertise in pensions, employee benefits and investment, we’re here to ensure you get advice tailored to your objectives, enabling better outcomes for your people and beneficiaries.

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Access to specialists across employee benefits, investments and pensions 
£300bn in institutional assets under advice or management
160-strong investment team delivering for your cause over the long-term
Supporting over 100 charity client relationships
Data-driven decisions, supported by our market-leading proprietary tools

Explore the right services for your organisation

From highly technical knowledge to reshape and manage your pensions obligations to getting independent, whole-of market advice from our private capital team, our expertise is broad to support your wide-ranging needs.

Our experienced team can help you with the following areas:

Investment advice and managed accounts

Supporting your mission in a way that’s completely different from a traditional Charity Manager.

Pensions

Market-leading actuarial and consulting, administration and investment advisory, driving positive change for clients and stakeholders.

Employee benefits

Employee benefits strategies and solutions designed for your organisation and people.

Insights

Hear from our leading experts and explore the big issues facing your industry.

Our experts

Connect with our experts to hear more about how we can help you deliver confidence with a straightforward approach tailored to your values.

Meet our team
Sarah Dickson

Sarah Dickson

Director, Private Capital

Gemma Woodall

Gemma Woodall

Director, Croydon Office Head

Andrew Craig

Andrew Craig

Partner & Head of Employee Benefits

We would love to hear from you.

Get in touch