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Charities and Not-for-Profits

Making your investments go further

Charities and not-for-profit organisations face unprecedented public scrutiny for how they operate and deliver their charitable purpose. Increasing regulatory oversight, social and environmental concerns, stakeholder engagement and media interest underline the need for specialist advice and financial management.

Sector specialists

At Barclays Private Bank, we have over 60 years’ experience of working in partnership with charities and not-for-profits across the UK and internationally. Our specialist advisors take the time to fully understand each of your requirements, values and goals to identify suitable investment strategies. This means that we can help you to meet your investment objectives which are often multi-faceted and unique to every institution.

We predominately, although not exclusively, work with charities, higher education institutions, independent schools, social housing providers and local authorities.

Treasury and Investment Management

As a Private Bank client, you benefit from banking and investment services that cover strategic cash management, spend-down reserves management, long-term investments, endowments and more. Our services include:

  • Discretionary portfolio management, including ethical, sustainable and impact investment strategies and long-term investments
  • Direct access to your own Portfolio Manager
  • Treasury and short-term cash management
  • Credit facilities, including Securities Backed Lending
  • Private asset and direct investment opportunities
  • Access to the wider Barclays Group including everyday financial management from our Corporate Bank team and capital-raising through our Investment Bank.

Sustainable Investment Solutions

Do your investments align with your mission?

Sustainable investing is becoming increasingly popular among investors, enabling them to protect and grow their wealth while investing in companies that are making a positive contribution to our world.

According to the 2019 Investing for Global Impact study, almost half of leading individuals, family offices and charities from around the world now make it the core approach to how they invest their portfolios. This has risen by a third since 2017.

Charitable organisations are at the forefront of this movement, with many taking a sustainable approach to their investments to meet their financial objectives. In doing so, they’re able to thereby ensure their portfolios align with their organisations’ values.

Our experience and track record with clients has shown that we can deliver excess investment returns whilst invest sustainability. We offer a range of sustainable and impact solutions to suit your investment objectives at the desired level of impact.

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With our proprietary three stage impact assessment process, we aim to identify responsible and sustainable investments for your portfolio:

1. Negative screening Removing any business with primary activities in controversial industries
2. Setting superior thresholds

Assessing environment, social and governance qualities (based on MSCI ESG ratings).

msci.com/esg-ratings

3. Positive activity analysis

Selecting companies that help to address at least one of the UN Sustainable Development Goals.

un.org/sustainabledevelopment

We are proud to announce the launch of our first annual Sustainable Portfolio Management Report. In a series of articles, our experts have dissected how some of our greatest sustainability challenges are being tackled by innovative artificial intelligence and advanced technological solutions. These are already transforming agriculture and healthcare, whilst driving dematerialisation of the physical world. Within the report, we will also look at some specific company case studies to help bring to life some of the world-changing solutions the businesses we invest in are providing.

Get in touch

To speak to our Charities & Not-for-Profits team, complete the below form and we'll get back to you as soon as we can.

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Barriers to giving

Our latest Barriers to Giving [PDF, 1.7MB] report cites a ‘lack of faith’ in charities as one of the key barriers to giving for wealthy individuals.
To address this issue, we’ve partnered with The Beacon Collaborative, a collective founded to encourage and celebrate major donors in the UK, and the Institute of Fundraising, the professional membership body for UK fundraising.

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Sustainable Portfolio Management

From COVID-19 to climate change, we’re seeing global, social and environmental issues impact client portfolios. See how their investments make an impact.