The Shortlist
terry.gyorffy@barclayswealth.comlisa.renton@barclayswealth.com www.barclayswealth.com
With over £5 billion in funds under management, Barclays is 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.
*As at 30 June 2007 – Source: Charity Fund Management Survey 2007 ** Source: Global Investor magazine December 2007
A consistent commitment to charities.
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.
Contact: James Brennan
155 Bishopsgate, London, EC2M 3XY Tel: 0800 032 6347
james.brennan@barings.com www.barings.com/charities
We are proud to manage £1.27 billion for charities that range from the national to the local.
Issued by Baring Asset Management (Authorised and Regulated by the Financial Services Authority). All data as at 31/03/08.
Our innovative targeted return approach is available In the form of your own segregated portfolio or by investing in our Common Investment Fund.
Individually tailored charity investment management
Vinay Bedi – Fund Manager
Brewin Dolphin, Time Central, Gallowgate Newcastle Upon Tyne NE14SR Tel: 0845 2131020
Vinay.bedi@brewin.co.uk
Brewin Dolphin charity team has delivered specialist investment solutions for the charity sector for over 60 years. The team now manages charity funds worth over £1.4bn for a broad range of charities both large and small. But regardless of fund size, all our clients are managed individually with a service tailored to suit your requirements and specific objectives.
CAF Investments
Investment Management, Charities Aid Foundation, 25 Kings Hill Avenue, Kings Hill, West Malling, Kent, ME19 4TA, Client Relations team T: 08702 643 296 F: 08700 605 508
managingmoney@cafonline.org www.cafonline.org/bankin
Our team is committed to helping your charity make the most of its money. We offer an expanding suite of services, including fixed-term deposit accounts, a bond fund, equity funds, a socially
responsible portfolio and other structured products. We work with all types of charitable organisations and pride ourselves on delivering a professional service with a personal touch.
Managing investments for charities in line with their individual objectives and wishes
queries@castlefield.com
It’s not just our dedicated people, carefully defined processes or track record of performance that leads so many people to trust Castlefield with their investments. It’s our aim that each and every client has
a share in our business, our profits and a say in how we are run. It’s this commitment that puts Castlefield closer to clients than any other investment manager.
Castlefield is a trading name, a registered trade mark and the property of Castlefield Investment Partners LLP, which is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange.
SM87AD/291009
Brewin Dolphin is the UK’s largest independent private client investment manager and has been providing investment solutions across the UK and Channel Islands since 1762.
Brewin Dolphin is a member of The London Stock Exchange and authorised and regulated by The Financial Services Authority
60
Charity Finance April 2010
www.civilsociety.co.uk
INVESTMENT
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