Sanlam UK launches revamped charity proposition to actively support trustees

11 September 2020
relevant to
  • Sanlam UK launches a refreshed charities proposition focused on active engagement

  • Aims to address the fast-changing and increasingly sophisticated charity investment landscape

London -  Sanlam UK is proud to reveal the launch of its enhanced charity proposition. Its dedicated charities team is looking to form long-term partnerships with charities to support them throughout their investment journey.

Sanlam’s national network* of portfolio managers allows them to work closely and flexibly with charity trustees, whilst bringing a high level of local understanding to the service. The team will work with charities to understand their unique circumstances, before structuring a tailored portfolio with an aim to meet their specific investment objectives.

The revamped charities portfolio service is highly bespoke, enabling trustees to direct capital in a socially responsible manner that aligns to their charity’s values and utilise income forecasting to manage future commitments.

Penny Lovell, CEO of Sanlam Private Wealth said: “More than ever, charities are faced with a multitude of challenges from meeting demand for their services to sustainable long-term funding. As many of our team are trustees themselves, we are well-placed to deliver a service to support the purposes of our charity clients.

“Our enhanced charity proposition will actively partner with trustees to ensure that their investments best support their activities. We want to empower charities to be engaged in an investment policy that is in line with their values, understand their investment choices and not charge the earth to do so.
 
“The charity proposition is a natural fit for Sanlam; we have always had a strong sense of corporate social responsibility. We are active members of the communities in which we operate, donating our resources, time and expertise to support people in need both here in the UK and around the world.

For more information on our enhanced charities proposition, please contact our charities team.
Contact charities team

For more media information contact Quill PR or call 020 7466 5050

*Sanlam UK office locations: Brighton; Bristol; Chichester; Guildford; Harrogate; London; Lymington; Preston; Teesside; Tunbridge Wells.

Penny Lovell
CEO, Private Wealth

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