JPMorgan Asset Management is one of the sixth largest active asset managers in the world. We manage assets of more than £1.3 billion for more than 300 UK charity clients.

Globally, JPMorgan manages charitable assets of more than £7 billion – a responsibility that gives us clear insight into what charities want from their asset manager.

We combine disciplined processes with team-based decision-making and rigorous risk control. Our focus on innovative thinking means we are constantly finding new ways to capture sources of return across financial markets.

Tell us what you need JPMorgan Asset Management is one of the UK’s most experienced managers of charitable assets.

With over 50 year’s of involvement in the sector, we have helped charities weather every kind of stock market cycle.

JPMorgan Asset Management’s success in the charity sector derives from our ability to work with charities of all sizes.

From Common Investment Funds to fully segregated services, we can deliver an investment solution that is as simple or as sophisticated as you require.

At all times, we provide the support of our dedicated and highly stable Charities Team. Plus the strength and stability of JPMorgan Chase, the global financial services group.

JPMorgan Asset Management Charity Investment Industry Survey
Our knowledge of the charity market is enhanced by our annual JPMorgan Asset Management Charity Investment Industry Survey. Now in its sixth, we have surveyed over 700 charities, the survey continues to be widely recognised as an essential guide to investment changes and trends amongst the UK’s leading charities.

Pooled and segregated solutions for every size of charity
Our market knowledge and investment expertise has enabled us to devised a range of services to meet the needs of both small and large charities. Whether investments are pooled or segregated, we use the same investment teams to manage both.

We take an in-depth look at all the factors that will help to determine a suitable investment strategy for your charity. By selecting our Managed Funds Service or Discretionary Management Services, you can have an investment strategy tailored to your circumstances.

JPMorgan Asset Management Charity Investment Industry Survey
Our knowledge of the charity market is enhanced by our annual JPMorgan Asset Management Charity Investment Industry Survey. Now in its sixth, we have surveyed over 700 charities, the survey continues to be widely recognised as an essential guide to investment changes and trends amongst the UK’s leading charities.

Arranging a meeting
If you are interested in learning more about the range of investment services for charities at JPMorgan Asset Management, we strongly suggest a face-to-face meeting to discuss your needs further. Please call Katie Delacombe on 020 7742 5307 or by email at katie.j.delacombe@jpmorgan.com