The £211bn uk charity market: how to win assets

UK charities hold roughly £211bn (~$282bn) in investable assets across 1,600+ Dakota-tracked accounts, and half of it sits with the top 20 holders. Most of that capital is reached through a handful of managers, wealth firms, and OCIOs. This guide covers who these charities are, how they invest, who invests on their behalf, and how to approach the channel for capital raising.

Key Takeaways

» A small, concentrated market

» Most capital is reached through gatekeepers

» Size drives complexity, but not always

» Responsible investment is a gating factor

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The £211bn uk charity market: how to win assets

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