EdenTree is an investment manager with a difference. We are proud to be part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
We’re a responsible and sustainable investment manager with a strong heritage of delivering Performance with Principles.
We offer specialist funds for charities that aim to protect capital, keep costs low and look to achieve income and long-term capital growth. For larger charities, we can also create bespoke investment solutions to match your charities specific needs, including the creation of segregated portfolios.
Our unique ownership gives us a deep understanding of the charity sector, which enables us to build long-term partnerships with our charity clients. As we have been managing charities investments from the start, we understand their needs and can help to formulate investment strategies for a brighter future.
Find out the many ways in which your organisation can benefit from a commercial partnership with ICAEW.
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