THE INVESTMENT MANAGERS' CHARITABLE TRUST

Registered charity 1185382 · accounts filings on the Charity Commission register

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.

Objects

3.1 THE OBJECTS OF THE CIO ARE:A) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE KNOWLEDGE AND UNDERSTANDING FOR THE PUBLIC BENEFIT OF INVESTMENT MANAGEMENT, THE ROLE OF INVESTMENT MANAGERS AND RELATED ASPECTS OF PERSONAL FINANCE;B) FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS RECOGNISED AS CHARITABLE UNDER ENGLISH LAW WHICH ARE CONNECTED WITH THE CITY OF LONDON, INCLUDING ANY CHARITIES NOMINATED BY THE LORD MAYOR OF LONDON; ANDC) SUCH FURTHER CHARITABLE PURPOSES AS ARE CHARITABLE UNDER ENGLISH LAW FOR THE PUBLIC BENEFIT, AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Other Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted cash reserves of £147,470 at the end of the period, an increase from the prior year. The trustees report that the charity continued to build its funds to help its cause, with no stated policy target or material uncertainties regarding its financial position.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Conflicting interests
• Safeguarding vulnerable beneficiaries

Trustees · trustee networks

• ANDREW LEIGHTON CRAIG BELL
• Amos Dadzie
• Anthony Harvey Yadgaroff · trustee of 2 other charities
• Erik Per Oscar Berggren
• Melissa Frances Rose Longley
• Roberta Sanminiatelli
• Tarandeep Singh Panesar
• Virginia Salter

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Common questions