Trust & Charity
POWERED BY CASCADE
For Trustees and Charities. Find information, set up and manage Cash and Investment accounts easily
How does it work
Our service helps trustees and Charities find and open bank accounts with various partner banks, but it does not act as a bank itself or hold deposits in trust. Instead, it acts as an intermediary, streamlining the account opening process with multiple institutions through a single application process.
Trustee bank accounts
Setting up Trustee Bank Accounts is a tricky and time consuming business. This service will do all the work for you. Get in touch today to get started.
Charity cash management
Charities with idle cash are not building as much income as they could. We can help with ensuring your money is being invested in the best way for your charity.
Portfolio review
We can help by reviewing your current investment portfolio to maximise returns and ensure your assets are invested in areas that suit your values.
