Our Services to Charities

Our specialist team has worked with charities, and other ’not for profit’ organisations, for many years. Our clients operate across various sectors including education, medicine, religion and conservation. They also include City livery companies and philanthropic trusts.

The service that we offer is one of bespoke advice, individually tailored for each client, as opposed to co-investment in a pooled fund alongside other disparate organisations. We can also advise charities on the incorporation into their strategy of any socially responsible investment (SRI) or ethical requirements that they may have.

In addition to investment management, Kleinwort Benson are able to offer the following associated services to charities:

Advice on investment policy
Specialist seminars
Selection of performance benchmarks and performance reporting
Cash management
Training events for staff and Trustees

Forthcoming seminars

March 18th	London	Spring Charity Forum 2010
June 17th	London	TBC
October 6th	London	TBC

Most recent seminar:

1st October 2009 Charity Effectiveness VIEW PRESENTATIONS

6th May 2009 The Issues of Income and Mergers in Today’s Charity Sector VIEW PRESENTATIONS

If you would like to discuss your charities requirement’s with us or to attend one of our specialist forums please contact us by email or call us on + 44 (0)20 3207 7255/7198.

Our Charity Investment Services

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Charities News

Thursday 17 December 09

Expert gives tips on charitable investing

An expert in the charity investment sector has said that the principles of ’asset allocation and diversification’ should form a major part of a donor’s investment strategy.

Writing in a Wall Street Journal blog, president of Schwab Charitable Kim Wright-Violich noted that one of the main differences between managing ...

Friday 04 December 09

Charity investing 'becoming more efficient'

Although the recession caused a decline in charitable donations on both sides of the Atlantic, the financial crisis has also had some positive effects on the socially responsible investment sector.

This is according to the Wall Street Journal, which notes that outright giving is now being replaced by

Friday 30 October 09

Decline in funding forces north-west charity to close

Play Raffles - a charity based in Carlisle - has been forced to close after failing to raise enough funds.

According to the Cumberland News, the organisation needs £70,000 per year to survive, but has not been able to secure the cash in the last 12 months due to a decline ...