Discretionary Portfolio Managment

When you have unique needs, you need a unique approach

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.

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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.

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 Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP.

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).

Welcome to the Charities Aid Foundation

We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Personal giving From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions. Corporate giving You have the vision for making a difference. So do we. We help you plan how to give based on your goals. Services for charities Helping your charity or social enterprise become more resilient. Insights Discover the latest insights for donors and charitable organisations to help create a greater impact About us We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work. Donate  
 
 
 

Personal giving

From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions.

DISCOVER OUR PERSONAL GIVING SOLUTIONS

Corporate giving

You have the vision for making a difference. So do we. We help you plan how to give based on your goals.

DISCOVER OUR CORPORATE GIVING SOLUTIONS

Services for charities

Helping your charity or social enterprise become more resilient.

DISCOVER HOW WE SUPPORT CHARITIES

Insights

Discover the latest insights for donors and charitable organisations to help create a greater impact

Explore

About us

We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Find out more about CAF