Understanding what is important to your charity

When you are responsible for safeguarding a charity’s assets, you need someone who you can trust, who understands the issues and challenges facing the sector. This is not limited to financial considerations but the wider concerns you may have. We will take the time to understand your charity’s needs and what it wants to achieve.

This experience comes from an active involvement with the sector. Many of the bank’s staff have trustee responsibilities of their own and the current Partners continue the family’s long history of philanthropy through their own charitable trust. We act on behalf of more than 300 charities, each with its own individual requirements.

Our Charities team is made up of specialists from across the bank, and they will work closely with your charity to understand its history and objectives. We are independent and offer an extensive range of services to meet the charity’s day-to-day operational needs as well as its longer-term investment goals. For more information you can email the Charities' team directly at:


Investment Management

Cash Administration Service

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