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.