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 and sustainable 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.

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.