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Home > Services for Charities & Trusts
Services for Charities & Trusts
We have a great deal of experience in providing investment management services for charitable accounts. Charitable funds under our management span educational trusts, foundations, religious orders and endowed and fundraising charities of all sizes.
We have a virtual charities team which operates across all our offices. This ensures that charities can find the expertise they need locally to them and have the knowledge that all investment managers are ‘plugged in’ to the resources and knowledge held throughout the firm. We also have extensive experience of looking after traditional trusts and new schemes following the modernisation of trusts legislation.
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This website is for UK investors only. Quilter is the trading name of Quilter & Co. Limited. A member of the London Stock Exchange and authorised and regulated by the Financial Services Authority. Quilter is a private limited company that is registered in England No. 01923571. The registered office is at 20 Bank Street, Canary Wharf, London E14 4AD. Quilter is a wholly owned subsidiary of Morgan Stanley Smith Barney. “Quilter” and the “Quilter” logo are registered Community Trade Marks and remain the exclusive property of Quilter & Co. Ltd. You are prohibited from using the Quilter marks for any purpose without the prior written authority of Quilter. Messages and telephone calls to and from Quilter may be monitored to ensure compliance with internal policies. Terms and Conditions
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