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Investment Managers'
Charitable Trust

Want to study for an investment qualification?

Our first project is to provide bursaries to under 25 year old individuals wanting to gain a Level 4 investment qualification.

This could either be:

Investment Management Certificate (IMC) from the CFA Society UK
Investment Advice Diploma (IAD) from the Chartered Institute for Securities and Investment.

A Guild member will offer to mentor you while you are studying


The Investment Managers’ Charitable Trust was established and gained approval from the Charity Commission in 2019. 

We plan to make grants, bursaries, scholarships or other awards for the study of investment management. For guidelines and details of how to apply see here and we will organise and hold public lectures relating to investment management.

For any enquiries please contact

The Charity was set up to increase public knowledge and understanding of the role of investment managers and related aspects of personal finance. 

By providing bursaries for people to study for investment exams, holding lectures, awarding prizes for original research in the field of investment management and making training grants.

The Charity is associated with the Guild of Investment Managers and will make donations to other charities associated with the City of London and the Lord Mayor

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