Charities

As announced on 28th February 2023, and subject to regulatory approval, LGT, the international private banking and asset management group owned by the Princely Family of Liechtenstein, will acquire the bespoke (core) business of abrdn Capital Limited, its Discretionary fund management business, later in the year.

We will become part of the UK business – LGT Wealth Management, who already employ 475 people and successfully manage circa £22bn for private clients, companies, charities and trusts.

As a result of this news there will be no change to your Client Portfolio Management team. Please be assured that our focus remains on delivering high quality outcomes for your clients and that, as ever, we are working hard to ensure your investments are well positioned and actively managed.

For more information please visit https://www.abrdn.com/corporate/media-centre/media-centre-news-article/agreement-to-sell-discretionary-fund-management-business

Many in our team are trustees themselves. We’ve been ‘in your shoes’ and understand what’s important in investment decision-making.

We know how to communicate without investment jargon. You’ll benefit from our support as you evolve your investment policy statement, reflecting how you wish to protect your charity’s reputation and further your purposes. We understand why good governance matters.

We’re here to give you future-focused practical help. This includes support to evolve your investment policy statement, right through to implementation and ongoing dialogue. We work with you, not just for you.