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Banking and lending Discretionary Fund Management (DFM) for advisers Charity investment
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Charity Investment & Philanthropic Services

Specialized investment management and advisory services designed to help charities and philanthropic organizations achieve their financial goals while maximizing their social impact.

Dedicated Charity Investment Expertise

At Ensue Global, we understand that charities and philanthropic organizations have unique investment needs. Our dedicated charity investment team combines deep expertise in financial markets with a genuine understanding of the charity sector.

We work closely with trustees and finance teams to develop investment strategies that balance growth, income, and capital preservation while aligning with your organization's mission and values.

  • Specialized charity investment portfolios
  • Socially responsible and impact investing options
  • Regular reporting tailored to trustee requirements
  • Expert guidance on investment policy statements
£2.3B+
Charity Assets Under Management
200+
Charity Clients Served
15+
Years of Charity Investment Experience

Comprehensive Charity Services

Investment Management

Our discretionary investment management service for charities provides tailored portfolio solutions designed to meet your specific financial objectives, risk tolerance, and ethical considerations.

Philanthropic Advisory

We offer strategic advice on philanthropic giving, helping donors and foundations maximize the impact of their charitable activities while optimizing tax efficiency.

Governance Support

We provide trustee training, investment committee support, and help with developing robust investment policies that meet regulatory requirements.

Our Charity Investment Process

We follow a structured approach to ensure your charity's investments are managed with the highest standards of care and professionalism.

1
Discovery
Understanding your charity's mission, financial needs, and investment objectives through in-depth consultations.
2
Strategy Development
Creating a customized investment strategy that aligns with your charity's goals and risk parameters.
3
Implementation
Building and executing the investment portfolio with ongoing monitoring and adjustments as needed.
4
Reporting & Review
Providing regular performance reports and conducting periodic reviews to ensure continued alignment.

Partner with Ensue for Your Charity's Investment Needs

Join hundreds of charities and philanthropic organizations that trust Ensue Global with their investment management. Our dedicated team is ready to help you achieve your financial goals while making a positive social impact.