J.P. Morgan: strength, scope and commitment

Active in the charitable sector for over fifty years, J.P. Morgan is one of the foremost investment providers managing assets of around £1.5 billion for over 300 endowments, foundations and charitable trusts in the UK. Acknowledging the security and stability of our firm J.P. Morgan is also the largest provider of custody services to the sector.
As one of the largest asset managers worldwide, with over £15 billion of charitable assets under management globally, we draw on the resources of the wider J.P. Morgan group to combine strategic oversight with the insights of local investment specialists to benefit our charity clients.

J.P. Morgan Charity Services

Recognising the differing requirements and situations of each charity, our Charity Services team operates across a range of financial disciplines which will be employed as appropriate to ensure effectiveness and relevance.
Inevitably a successful relationship depends upon frequent and honest dialogue. We aim not only to establish the needs of each charity at the start of the relationship, but to continue that understanding thereafter.
Our activities cover the full spectrum of financial services and are matched to the level of engagement your charity requires:

• Discretionary management for portfolios over £5 million;
o Pooled & segregated mandates
o Ethically sensitive mandates
• Advisory and execution services with access to single strategies and alternative investments;
• Cash management and liquidity funds;
• Charity Commission registered Common Investment Funds;
• Global custody;
• Trustee training and investor education.

J.P. Morgan seeks to deliver strong investment performance for charities, but in addition our own corporate philanthropic involvement gives us a deeper understanding of the challenges involved in funding and managing charitable commitments.

For further information, please contact:

Tom Rutherford
J.P. Morgan
125 London Wall, London EC2Y 5AJ
Telephone: 020 7742 2819
Email: tom.rutherford@jpmorgan.com

J.P. Morgan International Bank Ltd and JPMorgan Asset Management (UK) Ltd are authorised and regulated by the Financial Services Authority.