Charities and Philanthropy

Our Mission

“To embed sustainability in everything we do: our values, our behaviours, our processes and our products. Creating long-term value by redefining the perceptions of success, security, legacy and environmental and social responsibility to enable our clients to live a richer life”.

At Brown Shipley we have a long history of looking after portfolios for charities. We also recognise that every charity is unique and the customised sustainable solutions we are able to offer our clients represent their 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 go out of our way 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.

Dedicated Team
We have a dedicated charities team that works with our seven regional offices to provide local solutions to our clients.

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.
Rupert Cecil

Rupert Cecil

Head of Charities and Philanthropy UK
Rupert Cecil

Rupert Cecil

Rupert focuses on managing the assets of UK charities, endowments, religious establishments, schools, and universities. He also is responsible for broadening the bank’s philanthropy business in the UK, working across Quintet and Brown Shipley to meet clients’ personal philanthropy needs.

Rupert brings over 30 years of private banking, asset and wealth management experience. Rupert is a Trustee of the Sir Bobby Charlton Foundation and a Patron of Royal Institution of Great Britain and Juvenile Diabetes Research Foundation.



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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