Barclays Private Bank – Charities and not-for profits team

Barclays Private Bank has over 60 years’ experience of working in partnership with charities and not-for-profits across the UK and internationally. Our specialist team combines rich sector knowledge with empathy and purpose to help charities and not-for-profits have a more positive and rewarding impact. Crucially, we recognise that the long-term financial health of these clients is integral to the fabric of UK society.

We predominantly, although not exclusively, work with charities, higher education institutions, independent schools, social housing providers and local authorities. Our investment experts include Investment Advisers and Portfolio Managers who can provide insight and create bespoke solutions for your unique needs. We take time to fully understand your requirements, and work with you to navigate the regulatory environment, with the aim of protecting and growing your assets.

We offer a range of banking and investment services that cover strategic cash management, spend-down reserves management, long-term investments, endowments and more. These include:

- Discretionary portfolio management, including sustainable investment strategies, with direct access to your Portfolio Manager
- Treasury and short-term cash management
- Liability-matching investment strategies
- Credit facilities, including Securities Backed Lending
- Private asset and direct investment opportunities
- Access to the wider Barclays Group, from everyday financial management from our Corporate Bank to capital-raising through our Investment Bank.