Charity Funds Management

The management of charitable funds has become an increasing focus for Speirs & Jeffrey over recent years. This has grown steadily with many of our enquiries resulting from client referrals. The  firm advises on the investment management of around £500m of charity funds. Our charity clients include many household names across Scotland and the UK and represent a broad selection of areas including education, environment, military and social welfare. If you would like more information about our charity management service, we would be delighted to provide this.  

Growing charity management service – the firm manages around £500m of charity portfolios.