Unlock Your Charity's Financial Potential

King & Shaxson have been partnering with charity trustees for over two decades developing bespoke cash, treasury and asset management solutions tailored to our client’s needs. We proudly serve charities of all classifications and sizes, providing access to highly liquid and secure investments for cash and treasury management. Our expertise in ethical investing can also align long-term investment returns with each charity’s mission.

Discretionary Asset Management

King & Shaxson Asset Management has specialised in ethical investments for charities since 2002. With a focus on both short-term cash management and long-term sustainability, the asset management team work closely alongside charity trustees in seeking to enhance the returns on charity funds through discretionary mandates.

Execution – Treasury Services

An execution service allowing charities to access a range of instruments which are typically beyond reach in order to enhance investment returns. Our dealing and custody service provides unique access to securities such as UK Treasury Bills, Certificates of Deposits and development bank bonds.

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It's time to ensure your charity's investments are working as hard as your mission. Take advantage of our complimentary treasury and cash review service to:

  • Protect and enhance your returns in a falling interest rate environment;
  • Align your investments with your charity’s values;
  • Optimise your cash flow management

Whilst money market funds and fixed deposits may be the path of least resistance, are they truly serving your charity’s specific cash flow needs? Do your investments quietly conflict with your charity’s purpose? Can your short-term investments actively support your mission instead through exposure to labelled or development bank bonds? Our review will provide analysis of your current arrangements, delivering:

  • Proposals to enhance returns
  • Overview of the Environmental, Social and Governance profile of your investments
  • Suggestions for customised solutions aligned to your organisation’s purpose.