Charities and foundations

We are the trusted partner to over 1,500 charities. We are the largest charity investment manager in the UK and work with a wide range of charities in Asia. We can help your charity, whatever your size, purpose and investment objective.

There are four broad stages to our advice:​

We are unique in our industry in that we have the resource and discipline of a global, FTSE100 company while retaining the culture of a family business.

Still largely owned by the founding Schroder family, we have served individuals, families, family offices and charities for decades. Our distinctive ownership structure allows us to take a long-term view and align our interests with those of our clients.

We put sustainability at the heart of everything we do. We look to understand, measure and manage the impact of our clients’ investments.  Our sustainability portfolios invest for a better future, meeting financial goals while at the same time, generating a positive impact for people and the planet.

Our specialist team provides a range of services to help charities and foundations meet their goals.

Sustainability and Impact Annual Report 2022

Our third annual Sustainability and Impact Report explores how we invest to achieve better outcomes for people and the planet while targeting attractive financial returns to meet your investment goals.

Contact us

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.