Charities
Training and Support
If you or your colleagues want to gain a better understanding of the universe of investment options or review existing mandates, we offer a range of training and support sessions. We recognise that you have an array of choices available to you - from individual investment assets and products to the providers of investment management services – so it can be confusing knowing what would best suit your needs. We run trustee training and other charity focused events annually, or can develop a bespoke training plan to cover subjects that would be most useful to you and your charity. We can come to you by mutual arrangement or, if demand is sufficient, we can arrange for a number of trustees to attend at a convenient location. We work in teams of two and we will provide all the relevant materials to ensure you get the most out of your day.
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
