Charities and Trustees
We work closely with charities large and small across the UK, helping them to manage their resources and invest more effectively. We also help in other ways, such as training the next generation of trustees and advising philanthropists how to give wisely.
We work with a large number of charities and family philanthropic foundations across a wide range of sectors. As well as our award-winning investment management, we add value through expert financial advice and education.
We understand the unique responsibilities and challenges facing charities and trustees, because charitable giving is part of our culture. Many of us at Close Brothers serve as trustees of charitable organisations, while others give their time and energy to help charities raise funds or complete projects. We also run charity days which let our people and our clients volunteer together.
Why choose us?