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