Our Services to Charities

Kleinwort Benson’s 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 aim to structure solutions that meet your requirements for income and capital protection in a cost-effective manner, and which comply with the parameters set out within the trust deed. 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
• Selection of performance benchmarks and performance reporting
• Cash management
• Training events for staff and Trustees
  

If you would like to discuss your charities requirement’s with us please contact us by email 

or call us on + 44 (0)20 3207 7255/7198.