Rathbones Charity Investment Management

Charities have entrusted their investments with us for over 100 years, and our dedicated approach has seen Rathbones become one of the leading investment managers for charities and not-for-profit organisations in the UK. With a team of investment managers working exclusively for charities, we are responsible for £6 billion* in funds under management for more than 1,900 charities. Our portfolios range in value from £10,000 to more than £100 million. At Rathbones, your dedicated investment manager is accountable for every aspect of your charity’s portfolio, tailoring it to align with your goals and principles. And with a team, many of whom are trustees in their own right, they’ll manage it for sustained, long-term growth. From navigating the complexities of charitable investing to offering timely advice on changes in legislation and regulation, we’ll be there to ensure you can focus on providing a stable future for those who benefit from your work. Together, we can help you achieve your charitable goals. Please contact Natalie.Yapp@rathbones.com to find out more and start a conversation. *As at September 2023.