Investment portfolios to balance your financial and charitable goals
At Oakglen Wealth, we understand the unique responsibilities of managing charitable funds. Our dedicated team combines decades of experience with cutting-edge investment solutions to help charities, trusts, and foundations fulfil their purpose to their full capability. With a significant number of assets under management for the charitable sector, we offer expertise, transparency, and ethical investment practices to help you achieve your mission.
How we can support your charity
Discretionary Investment Management Service
Our investment experts actively manage your portfolio, aligning investment decisions with your charity’s objectives and ethical values.
Advisory Investment Service
Trustees work alongside our trusted investment advisers to make informed investment decisions. We offer expert advice, services and solutions to empower you.
Your partner in purpose-driven wealth management
Experience you can trust
Decades of expertise managing charitable funds. We have extensive experience across different kinds of structures, including religious orders, grant-giving organisations and many more.
Bespoke solutions
We can tailor your portfolio to meet your charity’s requirements, taking into account any ethical, environmental or other constraints.
Advanced technology
Real-time portfolio insights through our digital platforms for all trustees.
A proven approach to investment success
1. Understanding your goals
We begin with a detailed discussion to understand and deliver on your objectives.
2. Building your strategy
Using our six discretionary strategies, we design a portfolio that balances risk and return.
3. Ongoing partnership
Regular reviews and reporting ensure your investments adapt to changing circumstances.
Speak to us today
Get in touch to start your investment journey. We can create a purpose-driven investment portfolio for you, combining our expertise alongside your objectives to build the optimal investment solution for your charity.
