# THE INVESTMENT MANAGERS' CHARITABLE TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1185382
- **Status:** Registered
- **Legal form:** CIO
- **Registered:** Sept. 18, 2019
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1185382


## Contact

- **Address:** 80 Holly Bush Lane, HAMPTON, Middlesex
- **Postcode:** TW12 2RB
- **Phone:** 07773552867
- **Email:** secretary@investmentcharity.org.co.uk
- **Website:** https://investmentcharity.org.uk/



## Activities

**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.

**Activities:** 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.




## Classification

- **How:** Makes Grants To Individuals, Makes Grants To Organisations, Provides Advocacy/advice/information
- **What:** General Charitable Purposes, Education/training, Other Charitable Purposes
- **Who:** The General Public/mankind



## Areas of operation

- Northern Ireland
- Scotland
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Sept. 30, 2024 | £56829 | £3710 | — | — |
| Sept. 30, 2023 | £6912 | £2652 | — | — |
| Sept. 30, 2022 | £15992 | £2657 | — | — |
| Sept. 30, 2021 | £44957 | £3005 | — | — |
| Sept. 30, 2020 | £16340 | £5150 | — | — |



## Trustees

- ANDREW LEIGHTON CRAIG BELL — appointed June 12, 2019
- Amos Dadzie — appointed Oct. 14, 2024
- Anthony Harvey Yadgaroff — appointed Jan. 21, 2022
- Celia Patricia da Silva Huber Soares — appointed June 12, 2019
- Erik Per Oscar Berggren — appointed May 13, 2021
- Melissa Frances Rose Longley — appointed June 12, 2019
- Roberta Sanminiatelli — appointed Jan. 6, 2021
- Tarandeep Singh Panesar — appointed May 13, 2021
- Virginia Salter — appointed Dec. 17, 2019