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Charities

Multiply your charity’s impact

Safeguard your mission by investing in what matters.

We work closely with you to build and manage your investment portfolio for financial growth that’s powered by your organisation’s values.

Our approach

We take the time to get to know what matters to you

This means we can invest your money in a way that strengthens your theory of change. Using our twin-lensTwin-lensTribe’s two separate assessments of an investment’s financial and impact credentials — the potential monetary returns it may deliver as well as its social and environmental outcomes. read more, we build and manage a portfolio for financial growth that’s aligned to your charity’s values — integrating impact into your overall investment objectives.

Investing with us

Working with Tribe helped us better understand what actually happens with our money. I’ve never worked with an investment house with such consistently strong client service. We’re a small organisation, yet we’re always made to feel that what we’re doing matters, and we get the time we need to ask questions and make informed decisions.

Victoria Logan
The Association for Laboratory Medicine

We felt drawn towards impact investing. We were particularly interested in the prospect of investing in line with the UN SDGs. Our trustees were keen to see more of a positive deliverable from our endowment pot.

Suzie O’brien
Bishop Radford Trust

Since 2019, we have only held investments that set out to create a meaningful positive environmental and/or social return. This combination of both investments and grants doing good helps us achieve total portfolio impact.

Rennie Hoare
Hoares Bank
How we work with charities

Guidance on your impact journey

Whether you want to better understand the impact investment landscape, innovate while managing risk or better demonstrate outcomes to your stakeholders — we help you invest in a way that safeguards your mission.

Investment management services

Starting with a detailed understanding of your strategic priorities, we create and manage a portfolio that drives positive change while maintaining financial security.

Investment portfolios

Every charity has a defined mission and unique financial objectives. Our investment portfolios are designed to reflect both. This approach gives your organisation full control over how your capital is invested, while aligning it with your values, governance needs and long-term objectives. It offers transparency and flexibility, whether you’re focused on preserving capital, generating income or amplifying your organisation’s positive impact.

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Advisory services

Our experts are on hand to advise you on how to integrate impact into your investment strategy, unlock new opportunities and stay up to date with regulation.

We can do this in two ways:

Outsourced Impact CIO Function

We can be your outsourced CIO – holding and managing assets in an advisory capacity, or providing independent recommendations. This can include portfolio design and strategy, support with implementation and ongoing impact reporting.

Impact Investment Framework design

A bespoke impact investment framework helps ensure your portfolio aligns with your values and strategic objectives. We combine portfolio assessment, stakeholder engagement, and advanced impact data to provide a clear roadmap for values-driven investing.

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Meet the team

Get to know our team of investment and impact experts.

Our people

Cate Quentin 

Head of Wealth Management

Senior Leadership Team

Katharine Samuels 

Head of UHNW & Family Offices

Lara Mayhew 

Wealth Associate

Akinola Adegoke 

Wealth Associate

Sophie Macfadyen 

Wealth Analyst

Harry Catchpole 

Chief Growth Officer

Senior Leadership TeamTribe Board

Abbie Brown 

Wealth Analyst

Laura Boyle 

Head of Sales Management

Take your impact further

Talk to our team about how your charity can drive more impact through its investments.

get in touch

or call us on +44 203 745 5570

Individuals & Families

Important Information

The information in this section is intended for retail clients based in the United Kingdom who are seeking information about Tribe Impact Capital’s wealth management services. It does not constitute personalised financial advice or a recommendation to engage in any investment strategy.

Our services are designed for clients who understand that investment involves risk, and the value of investments can fluctuate where capital is at risk. Before making any investment decision, you should consider your personal circumstances and, where appropriate, seek professional financial advice.

By entering this section, you confirm that you are a UK resident. You also confirm you agree to comply with the legal & regulatory information of this site.

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Charities

Important information

This section is intended for UK-based charitable organisations, foundations, and not-for-profit entities. The information provided is for general guidance only and does not constitute investment advice, an offer, or solicitation to engage in any investment activity.

Charities should ensure that any investment decisions are consistent with their governing documents, fiduciary duties, and ethical or mission-aligned investment policies. The value of investments can fall as well as rise and may not be suitable for all charitable purposes.

By proceeding, you confirm that you are accessing this content in your capacity as a representative of a UK charity, foundation or not-for-profit organisation. You also confirm you agree to comply with the legal & regulatory information of this site.

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Financial advisers

Important information

This section is intended solely for professional advisers, including FCA-authorised and regulated financial advisers, wealth planners, and intermediaries. The information is not suitable for retail clients and must not be distributed to or relied upon by retail investors.
The information provided is for general guidance only and does not constitute investment advice, an offer, or solicitation to engage in any investment activity. Any investment decision remains the responsibility of the adviser and their client. Investments carry risk, including loss of capital, and may not be suitable for all clients.

By entering, you confirm that you are a UK-based professional adviser as defined by the FCA and are not a retail investor. You also confirm you agree to comply with the legal & regulatory information of this site.

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Institutions

Important information

The content in this section is intended for institutional investors, including pension funds, endowments, family offices, investment companies, and other professional clients as defined by the FCA. It is not directed at retail investors.

The information provided is for general guidance only and does not constitute investment advice, an offer, or solicitation to engage in any investment activity. Investments carry risk, including loss of capital, and may not be suitable for all clients.

By entering this section, you confirm that you are acting on behalf of a UK institutional or professional client and not a retail investor. You also confirm you agree to comply with the legal & regulatory information of this site.

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The Snowball Fund

Important information

This section is intended for UK-based charitable organisations, foundations, and not-for-profit entities. The information provided is for general guidance only and does not constitute investment advice, an offer, or solicitation to engage in any investment activity.

Charities should ensure that any investment decisions are consistent with their governing documents, fiduciary duties, and ethical or mission-aligned investment policies. The value of investments can fall as well as rise and may not be suitable for all charitable purposes.

By proceeding, you confirm that you are accessing this content in your capacity as a representative of a UK charity, foundation or not-for-profit organisation. You also confirm you agree to comply with the legal & regulatory information of this site.

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Snowball

Important information

The following content is not suitable for any person outside of the UK

Please read this important information carefully. By responding to this Disclaimer and selecting “I AGREE,” you confirm that you have read, understood, and accepted its contents, and that you are a UK resident before accessing this content.

Purpose and Scope

This content is not a financial promotion within the meaning of Section 21 of the Financial Services and Markets Act 2000 (FSMA). This content is provided for informational purposes only and is not intended to constitute investment, legal or tax advice, an offer to sell, or a solicitation of an offer to subscribe for or purchase any investment. The distribution of information on this website should not form the basis of, or be relied upon in connection with, any contract or investment decision.

Intended Audience

This content is not suitable for retail investors and only made available to investors categorised as Professional within the criteria detailed in COBS 3.5. Reliance on the contents of this website for the purposes of engaging in investment activity may expose individuals to significant financial risk, including the potential loss of capital invested.

Relationship

Tribe, is not acting as an agent, advisor, or providing any services to the viewers of this content. Accessing this content does not create a client relationship.

Risk Warning

Private markets investments are speculative and involve a high degree of risk and those participating investors risk losing all of the capital they invest. Investments in private equity are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-10 years) should not invest. Prospective investors should carefully consider the risk warnings and disclosures before making an investment.

The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is not necessarily a guide to future performance.

Information

Tribe makes best efforts to ensure that the sources and data presented on this website are accurate at the time of publishing. However, Tribe cannot guarantee that all information displayed will be relevant, suitable, or up-to-date. Content may be subject to change without notice.

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