Charity services

The genuine partnerships we share with our charity clients expand far beyond investment management.

Building genuine partnerships

How we work with charities

atomos has long-term partnerships with charities and charitable trusts operating as a UK-based charity investment manager. We support trustees in managing and investing charitable assets responsibly, balancing capital preservation, income needs, and long-term growth in line with each charity’s objectives and governance requirements.

We work with organisations including NHS and healthcare charities, grant-making trusts and foundations, educational and community charities. Our approach is tailored, transparent, and disciplined, with clear reporting and ongoing oversight to help trustees make informed, confident investment decisions.

Charities we work with

We work with a broad range of UK charities, each with distinct objectives, governance structures, and funding needs. The charities we support typically fall into the following groups: Trusts & Foundations, Healthcare, Education, Youth/Sport and Community/Heritage.

“Over the course of 18 years with atomos, the Trust made 455 grants to local organisations, resulting in significant impact in our district. This was down to the careful management of the portfolio’s assets and support from atomos.”

Charity trustee

Our approach to Charity Investing

Our dedicated charity investment team supports trustees at every stage of their investment journey.

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Supporting trustees

Many trustees of charities and charitable trusts face complex investment, governance, and reputational considerations. Our approach combines professional investment management with practical trustee support, helping you make informed decisions with confidence.

Discover our Trustee service

What next?

Meet our Charity services team

Our dedicated portfolio managers are committed to driving growth while strengthening trustee knowledge.

Download our brochure

We have created this brochure to help you understand how we work with charities. The brochure explains the framework and resources we use to build and manage charitable portfolios, as well as the journey you can expect to take with us.

Download our Fee schedule

We are committed to transparent, straightforward pricing. All fees are clearly set out, with no hidden charges, so trustees can fully understand the total cost of managing their charity’s assets. Please note: these Fees are based on a charity client investing over £1 million in our Bespoke solution (for comparison purposes our fee schedule includes an illustration that starts at £500,000).