Featured image
Fund Management Companies, Investment Services

CCLA Investment Management

CCLA Investment Management is a London-based company that specializes in investment services and fund management. As one of the leading financial services providers in England, CCLA Investment Management offers a range of investment solutions to meet the needs of its clients. With a focus on delivering superior returns and exceptional customer service, the company has earned a reputation for excellence in the industry. Whether you are an individual investor or a large institutional client, CCLA Investment Management has the expertise and experience to help you achieve your financial goals.

Introduction to CCLA Investment Management

CCLA Investment Management is a London-based fund management company that has been in operation for over 200 years, making it one of the oldest investment management firms in the world. The company's purpose is to provide investment services to charities, religious organizations, and the public sector. What makes CCLA unique is its focus on responsible investing, which means they prioritize investments that align with their clients' values.

Services & products

CCLA Investment Management offers a range of investment services, including cash management, property investment, and multi-asset funds. Customers can buy these services to help them manage their finances and investments more effectively. The company also provides tailored investment solutions to meet specific client needs.

Location

CCLA's office is located in the heart of London's financial district, which is home to many other financial services companies. The area is bustling with activity, and customers can expect to find many high-end shops, restaurants, and cafes. The nearest public transportation options are Bank station (0.2 miles), Monument station (0.3 miles), and Cannon Street station (0.3 miles).

Benefits

Customers should choose CCLA Investment Management because of their expertise in responsible investing and their long history of providing investment services to charities and the public sector. The company is committed to achieving positive social and environmental outcomes through their investment strategies, which makes them an excellent choice for customers who care about their investments' impact.

Good to know

Customers should be aware that CCLA Investment Management is a specialist investment management firm that focuses on serving specific sectors, such as charities and religious organizations. This means that their services may not be suitable for everyone.

Reviews

Customer reviews of CCLA Investment Management are generally positive, with many customers praising the company for its expertise and commitment to responsible investing. Some customers have commented that the company's fees are higher than other investment management firms, but they feel that the quality of service justifies the cost.

Amenities

  • amenity
    financial planning
  • amenity
    retirement planning
  • amenity
    portfolio management
  • amenity
    wealth management
  • amenity
    asset management
  • amenity
    trust services

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for over 60 years.

What types of funds do you specialize in managing?

We specialize in managing ethical, sustainable, and responsible funds for charities, faith organizations, and the public sector.

What is your track record of delivering returns to investors?

Our track record of delivering returns to investors is strong, and we have consistently outperformed our benchmarks over the long term.

How do you ensure the security and confidentiality of my investments?

We take the security and confidentiality of our clients' investments very seriously and have robust systems and procedures in place to safeguard their assets.

Can you provide references from current or past clients who have used your fund management services?

Yes, we can provide references from current and past clients who have used our fund management services. Please contact us for more information.