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Charity & Education Investment Services

Helping you navigate a complex financial world

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

Supporting your world with ours

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

We believe in making the world a better and more sustainable place. Which is why we get to know you, your goals, and provide tailored guidance so we can get there together.

Our wide-ranging charitable experience

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 / services to your needs

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

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 into our investment process for all portfolios; can apply ethical restrictions in line with your charity’s investment policy and build a sustainable portfolio for you.

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, fund, fixed income and equity advisory services, structured investments and alternative investments - ideas including 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.

Your organisation’s needs are unique. That is why our expert charity team works closely with your trustees and finance teams to provide a tailored range of solutions and support.

Relationship Managers

Sophie Ward | Head of Charities and Education

Sophie Ward | Head of Charities and Education

Tel: 07920 412684 | Email:

Matthew Mahoney | Relationship Manager

Matthew Mahoney | Relationship Manager

Tel: 07387 243635

James Henderson | Relationship Manager

James Henderson | Relationship Manager

Tel: 07408 868950

Please contact us to learn more about how we can assist you.

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.