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Charity Times market guide - INVESTMENT MANAGEMENT
 
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Aberdeen logo

Aberdeen Asset Management PLC
Please contact: David Bailey, Head of Charities
Tel: 020 7463 6325
Email: david.bailey@aberdeen-asset.com
Web: www.aberdeen-asset.com/charities

Aberdeen Charity Investment Solutions
Aberdeen Asset Management is committed to the UK charity sector. For larger charities we manage specialist portfolios across a range of asset classes. For medium and smaller charity portfolios we innovatively use a mix of pooled investment vehicles and charity common investment funds.

Our team is a mature and very experienced set of charity specialists. Asset allocation modelling and high quality client service are vital factors in our approach.

Aberdeen Asset Managers Limited is authorised and regulated by the Financial Services Authority.

Barings logo

Baring Asset Management
155 Bishopsgate
London
EC2M 3XY

Tel: 0800 032 6347
james.brennan@barings.com
www.barings.com/charities

Barings is a global asset management firm with £26.8 billion of assets under management.
Our association with charities goes back to 1926 and we were one of the first investment managers to establish a specialist charity team in 1968. We are proud to manage £838 million for charities that range from the national to the local.

We like to work in partnership with our charity clients so our investment philosophy rests in the belief that each charity has its own specific requirements. Therefore, the investment portfolio we craft for you must reflect those requirements, rather than simply track what other fund managers are doing.

Thus we leave traditional benchmarks to one side; instead, we agree with you at the outset what you actually want to achieve and this becomes your investment objective. Above all, it is designed to achieve the aims of your charity and not to follow the herd.

Issued by Baring Asset Management (Authorised and Regulated by the Financial Services Authority). All data as at 30th November 2007

 

Barclays Wealth

Barclays Wealth
1 Churchill Place
London
E14 5HP
Tel: 020 7114 8000
Fax: 020 7116 7101
www.barclayswealth.com

With over £8.0 billion in funds under management, Barclays is one of the largest
manager of charity assets in the UK*. Barclays Wealth also has access to the expertise of Barclays Global Investors, the World's largest fund manager **. With a number of offices around the world, and a network of regional offices throughout the UK, we are in an excellent position to advise a variety of clients from very large endowments to smaller, local charities.
Barclays Wealth can also help in the establishment of new charities. Whether you
are an individual wanting to develop your philanthropic interests or a newly created charity requiring financial advice, we can offer you all the support you will need when managing wealth in the charity sector.
For further details on how we can help you fulfil your charitable objectives please
contact: Guy Davies, Barclays Wealth 020 7114 8454
or email guy.davies@barclayswealth.com

*As at 30 June 2007 ** Source Global Investor magazine December 2007

 

 

Cazenove Capital Management logo

Cazenove Capital Management
12 Moorgate
London EC2R 6DA
For more information, please contact
Edward Harley or John Gordon
Tel: +44 (0)20 7155 5600
Email: john.gordon@cazenovecapital.com
Web: www.cazenovecapital.com

 

Cazenove Capital Management is an independent, client focused business providing specialist investment management and high quality investment advice. We have been investing assets on behalf of clients for over 50 years. Today we are one of the UK’s leading charity fund managers.

Specifically for charities, we offer an investment approach centred on our excellence in UK equities and fixed interest. For overseas equities and alternative investments we provide multi-manager services.

Reflecting our commitment to the charity sector, we manage five Common Investment Funds that specialise in:
- UK equities
- Higher yielding UK equities
- Fixed interest
- Absolute return (hedge) funds
- Property

We also offer segregated portfolios

Cazenove Capital Management Limited is authorised and regulated by the Financial Services Authority. Cazenove Capital Management Limited provides independent advice.

HSBC Investments logo

HSBC Investments (UK) Ltd
Charity Services
78 St James's Street, London
SW1A 1EJ

Contact Heather Lamont for an informal discussion

Tel: +44 (0)20 7024 0535
Email: heather.lamont@hsbcinvestments.com
Web: www.hsbcinvestments.co.uk

 

 

Wise investments grow more than just funds
HSBC Investments is the core global investment solutions and client service platform of the HSBC Group and acts as the global representative of its award winning, global, specialist investment businesses.

We have one of the most experienced and stable teams in this sector – our senior
managers have an average of more than 15 years’ experience specialising with charity and not-for-profit clients.

We understand how vital it is that charities make every penny count. If you work with us, it won't be our investment solution, it will be yours. We will be as involved as you want us to be in the stewardship of your capital. We offer a fully integrated range of investment management services and can introduce ideas and inform your opinion. From:

- Enhanced cash
- SRI positive screening
- Best of breed multimanager selection
- Ethical exclusion
- Unconstrained equities
- Absolute return strategies

We will help you find the right blend for your key investment criteria.

 

Legal & General Investment Management
One Coleman Street
London EC2R 5AA
Contact: Judith Weston
Tel: 020 3124 3583
Email: judith.weston@lgim.co.uk

Legal & General Investment Management (LGIM) is a long term, low risk investment manager committed to applying expertise in both active and passive investment to the prudent management of charity funds. We aim to deliver consistent performance against agreed objectives combined with a first rate service, for competitive fees.

Currently, LGIM manages over £253 billion of assets worldwide (30 June 2007) on behalf of charities, pension funds, private investors and subsidiary companies within the Legal & General Group, making us one of the UK's leading investment houses.

M&G Investments Management Limited
M&G Charity Department
PO Box 9038
Chelmsford
CM99 2XF
Tel: 0800 917 4472
Email: info@mandg.co.uk
Website: www.mandg.co.uk/charities

We have specialised in investment management for over 75 years and are regarded as a market leader in equities, fixed income and property. We are the investment manager of two funds available exclusively to charities: Charifund and Charibond.
Charifund enables charitable investors in the UK to participate in the income and capital growth of the UK equity market.

Charibond provides a fixed interest investment for charities' investment portfolios.

Having managed charitable funds for over 45 years and with approximately £1.8bn invested on behalf of charities, we are one of the most experienced charity managers in the UK.

Issued by M&G Securities Limited and Charities Investment Managers Limited who are both authorised and regulated by the Financial Services Authority.

 

Sarasin Chiswell

Sarasin & Partners LLP
Juxon House
100 St Paul’s Churchyard
London EC4M 8BU

Contact: Robert Ward

Tel: 020 7038 7000
Fax: 020 7038 6850
Email: robert.ward@sarasin.co.uk
Web: www.sarasin.co.uk

Sarasin & Partners is a leading charity fund manager which manages around £1.8bn for some 175 charities. In total, we manage around £7.1bn on behalf of our clients. Our investment philosophy is founded on three main strands; dynamic asset allocation, the importance of recurring income and our well-established global thematic approach to international equity selection. We welcome all kinds of charities and offer tailor-made solutions, whether through our management of larger segreated portfolios or two pooled Common Investment Funds (CIFs) for charities - the Alpha CIF for Income & Reserves and the Alpha CIF for Endowments. These diversified multi-asset class funds can be blended to meet individual charity objectives and make use of our higly sophisticated reporting and valuation packages.

Sarasin & Partners LLP is authorised and regulated by the Financial Services Authority.

Smith & Williamson
Investment Management

25 Moorgate
London EC2R 6AY
Contact: William Cussans
Tel: 020 7131 4000
Email: Charities@smith.williamson.co.uk

We advise more than 300 charitable trusts for individuals and their families and we look after institutional charities and the needs of the professional trustee. Charity clients have their own segregated portfolio tailored to the needs and objectives of the trust. We combine a flexible approach to investment strategy with a rigorous investment process, tax efficient solutions, banking and accounting expertise, a personal, director-led service and competitive fees. We also offer a full nominee service with consolidated transaction and income statements, quarterly valuations and detailed performance analysis.

Smith & Williamson Investment Management, a trading name of NCL Investments Limited, member of the London Stock Exchange and of Smith & Williamson Investment
Management Limited.

Authorised and regulated by the Financial Services Authority.

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