Our specialist charity investment managers are dedicated to helping you help others.
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 £9.1 billion* in funds under management for more than 3,000 charities. 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.
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 on Natalie.Yapp@rathbones.com to start a conversation or visit rathbones.com/charities to find out more.
* As at December 2023.
Rathbones Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.