London & Capital

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Charities

London & Capital has been providing wealth management services to charities since we established our business in 1986 and our investment team understands their particular needs. With a focus on investing to protect and grow wealth in a careful and steady way as well as providing a personal level of service, our approach is appropriate for meeting your financial objectives.

  • Working together, we take the time to understand your charity’s activities and long-term vision.
  • We will then create an investment strategy that is tailored to your specific requirements – from providing income to meet current spending commitments to building wealth for future growth.
  • Our multi-asset class approach to investing seeks to preserve capital and improve investment returns without taking unnecessary risks.

We appreciate that each charity has specific goals, targets and objectives from an investment perspective. We aim to be a reliable partner by providing investment advice to trustees, enabling them to feel confident that their charity can prosper and grow under their guidance.

As well as providing regular investment reports, valuations and recommendations, our dedicated portfolio managers are always available to discuss any issues. We are committed to providing ongoing support and delivering solid investment results in order to build a long-term partnership with you.