Wealth
Management
Charities
Working in partnership, respecting your values
At SRS Investments, we understand the unique responsibilities and challenges faced by charities, trusts, and endowments. Your capital is not only a financial asset — it is a resource to drive meaningful, long-term impact. Our role is to help you protect and grow these assets responsibly, while aligning with your organisation’s values and objectives.
Tailored investment strategies
We design portfolios with the needs of charitable organisations in mind, balancing growth with capital preservation and consistent income generation.
Global expertise, local insight
Through access to institutional-grade investment opportunities and specialist research, we bring a global perspective while remaining attentive to the local context of your mission.
Practical added value
Beyond investment management, we provide sector-specific insights and guidance on governance, compliance, and best practice, helping trustees and decision-makers act with confidence.
Long-term stewardship
Our commitment is to support your organisation for the future — delivering transparent reporting, risk management, and a collaborative approach that ensures accountability at every step.