Charity Fund Management | HSBC Private Bank

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Solutions for Charity & Education Investment Services

To secure, grow and sustain your future, you need a trusted investment partner. We know that steering the financial direction of charities, foundations, not-for-profits and educational organisations is a considerable responsibility. This is where we come in.

Supporting you with charitable investment management

At HSBC Private Bank, we can connect you to the world through our global expertise and capabilities.

We believe in supporting charities in helping make society a better place, which is why we get to know you, your goals, and provide tailored guidance with our charity investment management services.

Our wide-ranging charitable investment services

Our depth of experience comes from having worked in partnership with leading charitable organisations across a wide range of structures including:

Charitable trusts
Schools and universities
Endowments and foundations
Not-for-profit organisations

Tailoring our capabilities and services to your needs

Our unparalleled strength and reach give our clients total confidence. We use these world-spanning capabilities on your behalf, making connections and introducing you to investment opportunities outside of your normal sphere.

Alongside charity investment services, we also provide private philanthropy services that help you channel your values and ambitions into purposeful initiatives with lasting impact.

Discretionary Investment Services

Our discretionary services give charities a diversified, strategic exposure to a wide range of assets designed to maximise returns within targeted risk parameters. We integrate ESG considerations into our investment process for all portfolios and apply ethical restrictions in line with your investment policy. Our sustainable portfolios are designed to increase resilience, capture future trends, and align with your organisation’s values.

Advisory Investment Services

Our advisory services allow you to have an interactive approach to managing your investment portfolio that lets you maintain control of your final investment decisions. Through us, you can have access to a full range of asset classes, including: cash and liquidity solutions; fixed income and equity advisory services; and structured investments and alternative investments, such as hedge funds, private equity and real estate.

Execution Only Investment Services

Our execution-only services allow you to implement your own investment ideas and strategies. By giving you access to the global financial markets across a wide variety of products and services, you can invest, manage and monitor your investment positions.

Please refer to Investing in a sustainable future - HSBC Private Bank for further information about our ESG and sustainable investing approach and how we embed ESG factors in a diversified portfolio.

Discretionary Investment Services

Advisory Investment Services

Execution Only Investment Services

Please refer to Investing in a sustainable future - HSBC Private Bank for further information about our ESG and sustainable investing approach and how we embed ESG factors in a diversified portfolio.

Our approach to ESG

Our fiduciary duty to you comes first and underpins everything we do.

We believe that environmental, social and governance (ESG) factors affect the value of most assets. While the degrees of materiality vary and change, strong management of ESG issues should positively impact a company’s long-term valuation or a country’s attractiveness. That is why we systematically integrate ESG analysis into our investment processes and actively engage with our holdings.

Our sustainable portfolios aim to deliver an improvement in ESG score and reduction in carbon intensity when measured against an equivalent market portfolio, while still ensuring that the portfolio is well-diversified and holds the mix of assets that will aim to deliver strong risk-adjusted returns.

We understand the importance of investing in line with your charitable objectives and so can screen out sectors and companies in line with your values.

Just to let you know, today HSBC finance a number of industries that significantly contribute to greenhouse gas emissions. We have a climate strategy to help our customers to reduce their emissions and to reduce our own.

Please refer to Investing in a sustainable future - HSBC Private Bank for further information about our ESG and sustainable investing approach and how we embed ESG factors in a diversified portfolio.

Adding value where it matters

You can call on us for a range of services designed to support your organisation, including:

Credit solutions - including lending secured by financial assets
Guidance on investment policies
Investment training for trustees and finance teams
Thought leadership via events and publications
Leading industry knowledge

We understand the responsibilities of trustees and the topics that matter to charity clients. Let us help you shape your future, today.

Charity investment FAQs

If you’re looking for additional insights on charity fund management, we answer common questions below.

At HSBC Private Bank, we tailor our approach to reflect your values and longer-term goals, ensuring your investments reflect your charitable objectives. We will work with you across the sustainability spectrum to build different levels of this into your portfolio, depending on your needs. This could include ethical screening, ESG considerations, sustainability objectives or specific sustainability thematics.

Ethical Screening involves avoiding industries or companies that have a negative impact on society or the environment, such as tobacco, gambling, or animal testing.

Alternatively, Impact Investing involves intentionally selecting companies whose positive impact on the world can be measured. For instance, this might be those who save a certain amount of water each year or produce energy-efficient products that minimise waste. By targeting investments that deliver tangible environmental or social benefits, Impact Investing goes beyond avoiding harm and aims to create positive social or environmental impact.

Read more in our guide to sustainable investing.

Before investing, charities benefit from having a clear framework for how their funds are managed, including an investment policy that sets out key principles and objectives. From risk tolerance to asset allocation and any ethical or ESG considerations, this helps make sure investments are aligned with the charity’s mission.

Yes, we provide guidance to help charities, not-for-profits, foundations, and educational organisations develop and refine their charity investment fund strategies. Drawing on our global expertise and experience with a range of charitable structures, we ensure your policy reflects your objectives and values.

The level of involvement depends on the service you choose. With discretionary services, we manage the portfolio on your behalf within agreed risk and return parameters, while ensuring alignment with your values. Advisory services allow you to retain control while being supported by our global investment capabilities, while execution-only services give you full autonomy. Speak with our experts to see which charity fund management approach best suits you.

Speak one of our experts today to find out how we can support your Charity or educational organisation.

It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.

This is a marketing communication from HSBC Private Bank, which is the main private bank business within the HSBC Group. Private banking services are delivered by various HSBC companies around the world, depending on local laws and regulations. The services described in this document may be provided by different HSBC entities, and members of the HSBC Group may also trade in the products mentioned here.

This document is not independent investment research under the European Markets in Financial Instruments Directive (‘MiFID’) or other relevant regulations and is not subject to restrictions on dealing ahead of its distribution. This means HSBC and its staff may have an interest in the products or services mentioned before this document is shared with you.

The information in this document is for general information only and is intended for HSBC Private Bank clients. It does not constitute, and should not be construed as, legal, tax or investment advice, or a solicitation, offer, or recommendation to buy or sell any financial products or services.

Some HSBC offices may act only as representatives of HSBC Private Bank and are not permitted to sell products, provide services, or offer advice to customers. Not all products or services are available in all jurisdictions. For a complete list of HSBC Private Bank entities and their regulatory status, please visit our HSBC Private Bank website.

Before proceeding, please refer to the full long macro disclaimer and the Terms and Conditions available at HSBC Private Bank website which provide further important information about the use of this material.

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Business Exiting & Succession Planning

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Family Office & UHNW

About us

Client support & security

Investing

Banking

Wealth Planning

Lending

Digital services

Useful links

About us

Client support & security

Our Network

About us

Client support & security

About us

Media releases

Contact us

About us

Client support & security

Insights

Media gallery

Investment insights

Think Wealth

Beyond Wealth

Wealth Planning

About us

Client support & security

Charity & Education Investment Services

Supporting you with charitable investment management

Our wide-ranging charitable investment services

Tailoring our capabilities and services to your needs

Our approach to ESG

Adding value where it matters

Charity Investment Services

Sustainability

Additional Services

Charity investment FAQs

How do you ensure our investments align with our charitable mission?

What is the difference between Ethical Screening and Impact Investing?

Do charities need an investment policy?

Can you support us with our investment policy?

What level of involvement do we have in investment decisions?

Can we use our portfolio to borrow against?