Rathbones are one of the leading investment managers for charities and not-for-profit organisations in the UK.
We build a service around your priorities, creating an individual strategy and portfolio to match your charity’s income, growth targets and attitude to risk, while looking to protect it in the downturns.
Trustees deal directly with an investment manager, who is personally responsible for your charity’s portfolio.
About the company
Rathbones believe it benefits clients to have their investments looked after by dedicated sector experts and their team of 32 work solely on charity investments.
Many of the Rathbones team are involved with charities outside of work: and more than half of the team are charity trustees, demonstrating personal commitment to the charity community and providing invaluable insight into the challenges that charities face.