Barclays Private Bank: Investment Management for Charities

From Barclays Bank:

At Barclays we have over 60 years’ experience working in partnership with charity and not-for-profit organisations and are proud to be the largest financial services provider in the sector. Our dedicated Charity Investments Team advises on over £2bn of assets for charitable organisations, spanning from strategic cash and treasury solutions, to spend-down reserves management and long-term investments.
Our services include:

  • Discretionary Portfolio Management, including ethical, responsible and sustainable investment strategies with direct access to your Portfolio Manager
  • Treasury and short-term cash management
  • Credit facilities, including lending secured against investment portfolios
  • Specialist investment advice and support, including third party fund selection and private assets
  • Capital raising through our Investment Bank
  • Day-to-day financial management and banking from our Corporate Bank