INCREASING PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE ROLE OF INVESTMENT MANAGERS

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Increasing public knowledge and understanding

Founded in 2019, the Investment Managers’ Charitable Trust increases public knowledge and understanding of the role of investment managers and related aspects of personal finance.

If you are a young person wishing to have a career in investment management but do not have the financial means or connections to study for an entry-level qualification, please contact us to receive a bursary application form.

The Charity is associated with the Guild of Investment Managers and gained approval from the Charity Commission in 2019.

We also make donations to other charities associated with the City of London and the Lord Mayor.

Our initiatives

Educational bursaries

Advancing the knowledge and understanding of investment management, the role of investment managers and related aspects of personal finance.

Additional charitable giving

Supporting charitable institutions which are connected with the City of London, including any charities nominated by the Lord Mayor of London.

Wider reach

Engaging and supporting other charitable purposes as the trustees see fit from time to time.

Empowering future leaders

Citywire Wealth Manager featured an interview with one of our founding trustees, Melissa Longley, to explore the ways that the Guild of Investment Managers fosters professional growth and industry advancement through collaboration and tradition.

Read the full article

Some of our bursary success stories

  • Supported me in pursuing my goals

    I always wanted to study for and complete the IMC qualification, and the scheme has supported me in pursuing my goals. Having a great mentor and network along the way, allowed me to have the confidence to sit the exam, knowing that I have a high chance of passing.
    Shuyej Uddin

  • Strengthening knowledge

    Thanks to the support from the Trustees, strengthening my knowledge will allow me to continue being a role model and an effective representative for those who will walk in similar footsteps.
    Machi Onuorah

  • Closer to my ambition

    This bursary has enabled me to move closer to my ambition of working in the investment management industry. Thank you for your investment in my future.
    Tahir Osei

Time to study?

Want to study for an investment qualification? We offer bursaries to young people wanting to gain a Level 4 investment qualification in either:

  • Investment Management Certificate (IMC) from the CFA Society UK, or
  • Investment Advice Diploma (IAD) from the Chartered Institute for Securities and Investment.
Find out more