CCLA

CCLA is a specialist fund manager investing exclusively for charities and other not-for-profit organisations, making them one of the UK’s largest charity fund managers. CCLA aims to drive positive change and ensure alignment of investments with the objectives, values, and beliefs of clients. CCLA’s heritage and ownership allows them to focus wholeheartedly on the needs of clients, helping clients to maximise the impact of their work on society.

CCLA Investment Management Limited and CCLA Fund Managers Limited are authorised and regulated by the Financial Conduct Authority.

CCLA at ACF Annual Conference

Social – Conference Quiz
presented by CCLA

Can you guess how many of ACF’s members existed before 1500? Or which member has links to a character from a famous children’s tale? Join fellow participants for our fun and interactive quiz – the social highlight of ACF’s conference.

We are grateful to CCLA, an ACF Official Partner for their support.

Top quiz tip – you might want to look up what the initials CCLA stand for …

CCLA Resources

The team at CCLA frequently share their insights into the investment market through short videos. They have covered topics such as equities, commodities, and dividend income. A full selection is available here.

Responsible Investing

Responsible investing

Covid-19

Covid-19

Brexit

Brexit

Investing in line with purpose and values:

Investing in line with purpose and values:

CCLA’s response to the Charity Commission’s consultation.

The role of an investment policy:

The role of an investment policy:

CCLA explain the importance of an investment policy, and the role that it plays when managing a crisis.

Contact the team

Heather Lamont
Director – Client Investments

Heather has worked in charity finance and management since qualifying as a chartered accountant in 1992. Her other qualifications include the Chartered Institute for Securities and Investment (CISI) Diploma, an MBA from Manchester Business School and a Diploma in Charity Accounting from the ICAEW. She joined CCLA in 2008, from the charities team at HSBC Global Asset Management. Heather is a trustee of the UK-wide Honorary Treasurers Forum and of the Robertson Trust, Scotland’s largest independent charitable grant maker. Email Heather.

Oliver Jones-Davies
Director – Client Investments

Oliver joined CCLA in September 2009, prior to which he worked in investment management and investment banking. As a fund manager his responsibilities included the active management of cash, bonds and equities for high net worth individuals and charities. In investment banking he advised and managed complex institutional clients and also took a leading role on the public offering of a number of European government owned companies. He is a Chartered Fellow of the Securities Institute and has an MA in Economics and Economic History from Edinburgh University. Email Oliver.

Daisy Mannifield
Client Relationship Manager

Daisy joined CCLA in 2013. She began her career in financial services in 2007 and has worked for UBS Bank, JP Morgan Chase Bank and Barclays Bank PLC. Daisy has a BA (Hons) Degree in Business & Management and a Post-Graduate Certificate in International Business. She holds a Diploma in Private Client Investment Advice and Management and is a Member of the Chartered Institute for Securities & Investment (CISI). She is also an active volunteer for the Girl Guides. Email Daisy.

Nicholas Reid
Director – Client Investments

Nick joined Mercury Asset Management in 1988, following 12 years in the Army (Royal Green Jackets). He moved to Gerrard Vivian Gray in 1994 and then Cazenove in 1996. On being made a Partner, he became Head of Charities, leaving Cazenove in 2003. After 5 years away from the City pursing other business interests, he joined first HSBC as Head of Charities in 2008 and then RBC in 2012 in the same role. Nick is Hon. Treasurer of the Hadleigh Farmer’s Agricultural Association and he sings with Hadleigh Choral Society. Email Nick.