Charities
Portfolio administration
We have a range of internal performance monitoring and risk control processes to ensure a superior quality of service and fulfilment of your charity’s investment objectives. You will receive regular hard copy valuations of your charity’s investment portfolio in a format that is clear and easy to understand. You will also have real-time access to your portfolio information via our secure Online Valuations service. We have invested heavily in our ability to monitor the performance of your investments and have deployed sophisticated, market-leading software which enables us to provide you with some of the most comprehensive performance and portfolio information available. Most importantly, our investment managers are available to meet you directly on a regular basis to review your portfolio and respond to any changing requirements. These meetings can be scheduled at a time and place to suit you. We pride ourselves on providing you with enough information on your charity’s portfolio so that you feel confident and reassured.
Understanding your financial requirements & aspirations is essential to the way we work.
For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com
Contact Us
Cambridge:
North Wing, City House
126-130 Hills Road
Cambridge
CB2 1RE
Tel: 01223 229 229
Jersey:
15 Esplanade
St Helier
Jersey
JE1 2RB
Channel Islands
Tel: 0153 474 0500
Liverpool:
Port of Liverpool Building
Pier Head
Liverpool
L3 1NW
Tel: 0151 236 6666
Winchester:
Fiennes House
32 Southgate Street
Winchester
SO23 9EH
Tel: 01962 857 000
Private Clients:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Charities:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Pensions and Advisory services :
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
