Charities and trusts

You have important work to do on behalf of someone else. We’ll work with you to understand your objectives and put in place appropriate vehicles and investments to help reach your goals. In-depth reports produced from Raymond James’ platform will allow you to share up-to-the-minute progress data with your benefactors and trustees. Regular reviews ensure that the funds under your care are working as hard as possible.

How we can help

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Dedicated wealth manager

You’ll receive a personal service from a dedicated wealth manager who will tailor your portfolio to the needs of your charity or trust.

Investment management

We have an extensive range of investments to choose from, catering to a variety of objectives and aiming to achieve the best possible returns.

Risk management

Specialist risk-management procedures and attention to detail in creating a diversified portfolio ensure that your funds are managed carefully.

Proven performance

Investing for the long term is key to helping you achieve your goals, whatever they may be.
We work hard to craft bespoke portfolios for our clients, that aim to generate long term returns to keep your money ahead of inflation.
Whilst investment returns are never a one way street, we are very pleased that our hard work has been recognised in the numerous performance awards that we have either won or been finalists in in the last few years.

Please note that past performance is not indicative of future performance and you may get back less than you invested.

  • If you invested


    A lump sum of £1 million invested over the last 10 years produced an annualised return of 8.54%,
    a gain of £1,169,333

  • It would now be worth


    *Notes: Real return from one of our multi-asset portfolios.
    01/07/2011 to 30/06/2021, total return net of management fees.
    Source Morningstar Direct.
    Portfolio shown for illustrative purposes only.


Online portal - Client Access

As a client of Arcrate, you’ll have access to your online account via a convenient online portal hosted by Raymond James. Direct from your laptop, tablet or smartphone, you can see all your account balances and details of your portfolio, including asset allocation, values and growth, payments, transfers and share information. You can also access market-leading research and tailor a range of reports to your requirements.

Case study

We manage portfolios on behalf of trustees and their beneficiaries

Whoever you are trustee for, we can help implement a long term investment strategy, adaptable to changing circumstances.

We work with a number of trusts and charities, helping them to fulfil their obligations and fiduciary duties.

Read more

What does it cost?

Transparent costs,
carefully managed

Once we’ve gained an understanding of your long term objectives and explored the construction of your risk profile and potential investments, we’ll set out the costs that would apply in detail. If you decide to go ahead, we’ll then draw up a draft Client Investment Agreement and suggest an investment mandate.

We tailor our advice to take into account external charges and fees, carefully weighing up costs and potential benefits.

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