Each year the FDs and trustees of thousands of UK charities eagerly anticipate the findings of the annual Charity Finance Fund Management Survey to help them decide who to trust with their investments. This year ensure your firm is part of the story.
Last year's league table of fund managers ranked by charity funds under management showed plenty of movement. Newton moved to the head of the pack, while other high performers included Sarasin & Partners (up from sixth to fourth), Schroders (eighth to sixth) and Brewin Dolphin (tenth to ninth). In the mid-sized market Ruffer, Jupiter, Collins Stewart and Fidelity all had reasons to be cheerful, as did Heartwood and Evercore amongst the smaller players.
So who have been the movers and shakers this year?
The Charity Finance Fund Management Survey is published in November's Charity Finance magazine and online at civilsociety.co.uk. If you would like to discuss associated advertising opportunities please contact Yvette Micallef at [email protected] or on 020 7819 1202.
