The Investment Managers' Charitable Trust
The advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.
Activities & Mission
The advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.
Grants
The Investment Managers' Charitable Trust makes grants as part of its work.
- Gives grants to
- organisations and individuals
- Total spending (2025)
- £3,911
- Only charities with income over £500,000 file a separate grants figure.
- Who it helps
- the general public
- What it supports
- general charitable purposes, education and training and other charitable purposes
As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.
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Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Country
Region
Financial Information
Financial Efficiency
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £27,524 | £3,911 | 0 / 11 | |||
| 2024 | £56,829 | £3,710 | 0 / 9 | |||
| 2023 | £6,912 | £2,652 | 0 / 9 | |||
| 2022 | £15,992 | £2,657 | 0 / 0 | |||
| 2021 | £44,957 | £3,005 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Investment Managers' Charitable Trust
What does The Investment Managers' Charitable Trust do?
The advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.
How much income did The Investment Managers' Charitable Trust report in 2025?
The Investment Managers' Charitable Trust reported total income of £28k and reported expenditure of £4k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was The Investment Managers' Charitable Trust registered as a charity?
The Investment Managers' Charitable Trust was registered with the Charity Commission for England and Wales on 18 September 2019 as charity number 1185382. It has been registered for 7 years.
Who runs The Investment Managers' Charitable Trust?
The Investment Managers' Charitable Trust is governed by a board of 8 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Investment Managers' Charitable Trust operate?
The Investment Managers' Charitable Trust operates across 3 areas: Northern Ireland, Scotland and England And Wales.
Is The Investment Managers' Charitable Trust a registered charity?
Yes — The Investment Managers' Charitable Trust is a registered charity in England and Wales, charity number 1185382.
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HAMPTON
Middlesex
TW12 2RB
Registry Information
Trustees
Also governs 2 other charities
Data & trust
- Register data refreshed
- 19 October 2026
- Methodology
- How metrics are calculated