News and Resources:The latest news updates and press releases from Cartwright

Did you know that Cartwright work across a number of business lines? Keep up to date with all our current news from across Cartwright.

If you have any questions about our latest press releases and updates, Cartwright welcomes media enquiries, please use the form below to send us your enquiry.

Making the Most of Investment Manager Beauty Parades: A Guide for Charities

Making the Most of Investment Manager Beauty Parades: A Guide for Charities

  • News update: 08 July 2026

In the world of charity investment, few processes carry as much weight as the investment manager selection review or, as it is commonly known in the industry, the ‘beauty parade’.

Generic investment portfolios could be limiting Charities impact, says Cartwright Charitable Trusts

Generic investment portfolios could be limiting Charities impact, says Cartwright Charitable Trusts

  • Press release: 03 March 2026

Cartwright Charitable Trusts, specialists in helping charities build financial resilience, today said charities could be missing opportunities to make the most of their funds by sticking with legacy investment arrangements and generic, off-the-shelf portfolios.

Case Study: Transitioning Citizens Advice Haringey from cash reserves to a strategic investment portfolio

Case Study: Transitioning Citizens Advice Haringey from cash reserves to a strategic investment portfolio

  • Press release: 21 January 2026

By adopting our strategic approach and with access to our institutional funds, Citizens Advice Haringey’s long-term expected returns on their unrestricted reserves increased by circa 9% per annum.

Investors Will Need to be Both Agile and Pro-Active in 2026

Investors Will Need to be Both Agile and Pro-Active in 2026

  • News update: 20 January 2026

Following another year of all-time highs in equity markets, investors are looking forward to the year ahead with a mixture of optimism and skittishness.

Case Study: Cartwright’s “Second Pair of Eyes” enabled Hyde Charitable Trust to refresh their investment strategy and materially reduce ongoing management fees

Case Study: Cartwright’s “Second Pair of Eyes” enabled Hyde Charitable Trust to refresh their investment strategy and materially reduce ongoing management fees

  • News update: 10 December 2025

Our client, Hyde Charitable Trust (HCT), is part of the Hyde Group who are one of the largest and most diverse housing and community services providers in the country. HCT supports the work of the Hyde Foundation, the communities and social investment team, through the provision of grants and community support.

Equity Markets: The Rally No One Trusts, or Wants to Miss Out On

Equity Markets: The Rally No One Trusts, or Wants to Miss Out On

  • News update: 01 November 2025

With many stock markets around the world hitting record highs on a near-daily basis while crises loom on multiple fronts, it is anyone’s guess what lies in store for equities in the months ahead. As Bloomberg’s Market Live Blog puts it, this is “the rally no one trusts”. But it’s also the rally no one wants to miss out on.

Charity trustees must rethink cash strategy, says Cartwright

Charity trustees must rethink cash strategy, says Cartwright

  • News update: 25 June 2025

Cartwright Charitable Trusts, specialists in building financial resilience for small to medium sized trusts, today urged charity trustees to reconsider the role of cash in their investment strategies, warning that excessive cash holdings could undermine both the long-term impact and the financial sustainability of their charities.

Cartwright Appoints Carl Rodrigues as Growth Manager

Cartwright Appoints Carl Rodrigues as Growth Manager

  • Press release: 07 March 2025

Cartwright today announced it had further enhanced its development team with the appointment of Carl Rodrigues as Growth Manager...

Cartwright launches new brand identity and five business lines

Cartwright launches new brand identity and five business lines

  • Press release: 06 November 2024

Cartwright launches new brand identity and five business lines

Cartwright launches 'Cartwright Charitable Trusts'

Cartwright launches 'Cartwright Charitable Trusts'

  • Press release: 06 November 2024

Cartwright, specialists in building financial resilience for small to medium sized trusts, today launched a new brand extension designed specifically to provide tailored solutions to charities; ‘Cartwright Charitable Trusts’

K3 Advisory and Cartwright announce £85 million buy-in across two schemes

K3 Advisory and Cartwright announce £85 million buy-in across two schemes

  • Press release: 04 June 2024

Cartwright and K3 Advisory announce the successful completion of an £85 million buy-in across two schemes securing the benefits for members for a total of 189 pensioners and 87 deferred members

Cartwright adds Nadolny and Squire to Specialist Project Team

Cartwright adds Nadolny and Squire to Specialist Project Team

  • Press release: 14 May 2024

Cartwright announce the appointment of Alex Nadolny and Danny Squire to their pensions administration specialist project team

Two year buy-in and wind-up perfectly possible for smaller schemes, says Cartwright

Two year buy-in and wind-up perfectly possible for smaller schemes, says Cartwright

  • News update: 04 April 2024

Cartwright says that it is entirely possible for well-funded smaller schemes to complete both a buy-in transaction and a full wind-up within two years

Cartwright appoints Ian McKnight as Senior Adviser

Cartwright appoints Ian McKnight as Senior Adviser

  • Press release: 20 March 2024

Cartwright today announced the appointment of Ian McKnight as Senior Adviser, with an initial focus on business development

Cartwright appoints Yona Chesner as Senior Investment Consultant and Head of Investment in the North

Cartwright appoints Yona Chesner as Senior Investment Consultant and Head of Investment in the North

  • Press release: 11 March 2024

Cartwright announces the appointment of Manchester-based Yona Chesner as Senior Investment Consultant and Head of Investment (North)


At a time of increased uncertainty, Cartwright offered an approach that understood the issues we face and the challenges of the future. Cartwright has been our partner on this journey from the start offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector.

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