Charity Finance Banking Survey 2025

The questionnaire is now open for responses. Share your views by 12th March to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.

https://www.surveymonkey.com/r/38R8ZDK

Jeremy Wells

Investment Relationship Manager

Jeremy is a client director on the charities team.

 Prior to joining Newton in 2012, he accumulated a range of high-level experience at leading investment institutions, including Scottish Amicable Investment Management, PDFM, Gartmore, and most recently as head of charities investments at JP Morgan. 

Jeremy is an associate member of the UK Society of Investment Professionals, and holds an MA in Modern History from Oxford University.