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Charities and Philanthropy

Our Mission

At Brown Shipley we have a long history of looking after portfolios for charities. We also recognise that every charity is unique.  Our environmental, social and governance (ESG) solutions can help you meet your objectives in a responsible investment manner. This is as important to us as it is to our clients and the generations that follow.

Our Offering
Tailor-made Investment Solutions
We can provide tailor-made investment solutions that are directly aligned with your objectives and we strive to reflect all the ethical restrictions or ESG concerns you may have.

Flexible Lending
We are also able to provide help with your short term cash management and have a very flexible Lombard lending offering to help you run your charity as efficiently as possible.

Outstanding Service
We never underestimate the importance of outstanding service and reporting. We are a private bank who listens carefully, thinks ahead and supports your investment objectives. So you can focus on what really matters to your charity.

Experienced Team
We have an experiences team that work across our seven regional offices to provide local solutions to our clients.

Accessibility
We recognise that trustees want to meet the people managing the money and we are happy to provide access whenever required.

Get in touch
Want to speak to a member of our charities team? Complete the form below to speak to one of our advisors.

To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
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The services described above can involve placing your capital at risk. The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. References to taxation referred to on this site are those available under current legislation, which may change, and their availability and value depend on individual circumstances. Brown Shipley does not provide tax advice and clients should consider taking professional tax advice before any investment is made. Lending subject to status
Investing puts your capital at risk. Lending is subject to status.