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Our services

Philanthropy

Establishing your legacy

Philanthropy is the desire to promote the welfare of others, expressed by the donation of money to good causes.

Kleinwort Hambros offers ongoing management and running of your charitable investments. We have a specialist team dedicated to assisting clients with the establishment and administration of Charitable trusts, Companies and Charitable Incorporated Organisations, which fall under the auspices of the UK’s Charities Commission and Companies’ House.

In full consultation with you, our team will provide guidance towards defining the legal structure and help you to establish your charitable organisation.  As all charities and their missions differ, we will work with you to help you define your bespoke organisation. From the outset it is for you to say how involved you would like us to be.

You can have access to an independent adviser via our partnership withGlobal Philanthropic who will work alongside your private banker to define and realise your financial and philanthropic vision

Planning

From identifying the beneficiary of your charity through to guiding its strategy and administering it on your behalf, we can ensure that you benefit from the advice and service you need to give your charitable aims effect. This service is offered via our partnership with Global Philanthropic .

Administration

We can deal with all of the required administrative functions of the charity or foundation including preparing accounts, grant allocations and reporting to the Charity Commission.

Banking and Investment Management

We provide banking and investment management services to charities and foundations which will seek to ensure that the legacy can continue to benefit the desired causes over time.

Risk management

We offer ethical screening for endowments and cash flow projections to allow the charity to actively predict the extent to which it can support different causes over time.

Key benefits

You will receive a dedicated team taking care of the day-to-day management of the charities. Through implementing the right structure for your charitable projects you and your family can be actively engaged in areas of financial and social responsibilities.