Epworth Investment Management

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Epworth Investment Management

With roots dating back to 1960, Epworth is an award winnings investment manager dedicated
to serving the needs of churches, charities and individuals

07/08/2026

Research suggests that around 13% of charity assets, equating to approximately £31 billion, may currently be held in cash rather than invested.

While maintaining operational reserves is essential, holding excessive amounts in low-return cash over long periods can limit the ability of charitable assets to grow and support future work.

For trustees, the challenge is finding the right balance between liquidity, stability, and long-term value.

05/08/2026

Long-term investing for charities requires more than simply chasing returns. It requires consistency, diversification, and an approach that remains aligned with organisational values.

The WS Epworth Multi Asset Fund offers charities an ethically managed, diversified portfolio designed to support long-term capital growth while maintaining a clear stewardship framework.

The fund is built specifically for charities and churches seeking a professionally managed investment solution that combines operational simplicity with long-term purpose.

03/08/2026

It is a question we hear from church treasurers and trustees across the UK, week in, week out: "We have reserves sitting in a bank account. We know we should be investing them. But how do we do that without putting money into companies that contradict everything we stand for?"

It is a completely legitimate concern, and one that deserves a straight answer. The good news is that investing faithfully is not only possible, it is increasingly well-supported, well-evidenced, and entirely consistent with strong financial returns.

Read more: https://epworthim.com/how-can-a-church-invest-its-funds-without-compromising-christian-values/

30/07/2026

At Epworth, ethics is not treated as a marketing exercise or an afterthought layered onto investment decisions. It is built into the foundation of how we operate.

That means stewardship goes beyond simple exclusions or screening policies. It shapes how we engage with companies, how we approach climate risk and human rights, and how we think about accountability, labour standards, and long-term corporate behaviour.

We believe charities increasingly want substance behind the language — clear ethical positions, transparency around difficult decisions, and investment management that remains aligned with organisational values over the long term.

28/07/2026

The WS Epworth Multi Asset Fund was created to offer charities a simpler, all-in-one investment solution built around long-term growth and ethical oversight.

The fund combines a diversified portfolio of equities, bonds, property, cash, and alternative assets, helping charities access broad investment exposure through a single professionally managed strategy.

24/07/2026

It is a question we hear regularly from trustees and treasurers across the UK: "We're a religious charity. How do we make sure our investments don't contradict everything we stand for?"

It is a fair question, and an urgent one. Your charity exists to serve a mission rooted in faith, justice, and care for others. The idea that the same funds could be quietly financing to***co producers, arms manufacturers, or high-interest lenders is not just uncomfortable; it is a direct contradiction of that mission. And the consequences, both reputational and legal, can be severe.

Read more: https://epworthim.com/were-a-religious-charity-how-do-we-avoid-unethical-investments/

22/07/2026

Charity Commission data showing that 57% of larger UK charities held no long-term investments raises an important discussion around financial resilience and long-term sustainability.

For some organisations, holding cash reserves may feel like the safest option in uncertain times. However, over the long term, inflation can steadily reduce the real value of funds sitting idle.

Long-term investing is not about unnecessary risk-taking. For many charities, it is about creating stronger financial foundations, supporting future income generation, and helping organisations continue delivering their mission sustainably.

16/07/2026

Every charity has different objectives, pressures, and responsibilities. Investment management should reflect that.

Epworth’s Discretionary Service for Charities (DSC) provides tailored portfolios built around each organisation’s specific goals, income requirements, and appetite for risk.

Trustees are supported by a named portfolio manager and an experienced investment team, with portfolios managed through a long-term ethical framework developed specifically for charities and churches.

14/07/2026

More charities are reassessing how their investments align with their mission, values, and long-term responsibilities.

Research from The Newton Charity Investment Survey found that 1 in 3 charities now exclude some or all fossil-fuel investments from their portfolios.

For many trustees, the conversation is no longer simply about investment performance alone. It also includes climate risk, stewardship responsibilities, organisational reputation, and alignment with supporter expectations.

10/07/2026

For Catholic organisations in the UK, investment has never been purely a financial question. Whether you are a diocese managing endowment funds, a religious order stewarding donated assets, or a charity working to advance the common good, how you invest carries moral weight. The question is not simply "what return will this generate?" but "does this investment reflect who we are and what we stand for?"

Read more: https://epworthim.com/what-is-catholic-investment-a-guide-for-catholic-organisations/

Address

25 Tavistock Place
London
WC1H9SF

Website

https://epworthim.com/

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