Important information

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

I understand, please proceed

< Back

Discretionary Portfolio Management

Managed by LGT Wealth Management

When you have unique needs, you need a unique approach. We can introduce you to a discretionary portfolio management offering that is built around the specific investment goals of charities or social enterprises who are looking to invest £500,000 or more.

We chose our discretionary investment management partner, LGT Wealth Management, for its vast experience of working with charities. Like us, they’re dedicated to helping charitable funds make a lasting financial and social impact. And they’re familiar with the challenges you face. Discover if the discretionary investment management offering could be the next step in your organisation’s growth planning.

Speak with our expert team

Key features and benefits

Meet the specific needs of your organisation


LGT Wealth Management choose investments in your Discretionary fund to match the aims and objectives and risk profile agreed with you.

A professionally managed offering


Giving you access to a wide range of investments with the potential of delivering consistent returns on a total return basis, all within a single portfolio structure.

Designed to align with Charity Commission guidance (CC14)


CC14 outlines guidance on existing and new requirements for Trustees, regarding any investments that they make on behalf of a charity

Interested to learn more?

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and whether the Discretionary Portfolio Management Service could be a good fit for your charity. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.

Start the conversation

About the fund manager

LGT Wealth Management (LGT) is a UK-based wealth management firm and is part of the world’s largest private bank and asset manager owned by a single family. Through their efficient management and organisational structure, they are able to make decisions quickly and independently. LGT takes a long-term holistic approach, and are actively involved in promoting the sustainable development of society and the environment.

LGT Wealth Management

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.


LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.

LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at One Lochrin Square, 92 Fountainbridge, Edinburgh, EH3 9QA.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director (ACD) for the IFSL CAF Investment Funds. IFSL is registered in England No 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).