Rathbones for Charities

Your Mission. Our Commitment.

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 £9.15 billion* in funds under management for more than 3,000 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 31 December 2023}

HOW CAN WE HELP YOU?

Charity Investment Management

We build our service around your charity’s priorities. Our approach means you do not have to compromise on what you want from your investment manager. The diversity of the charities we work with shows our ability to meet individual requirements.

Your investment manager will take time to understand your charity, the long-term strategy you want your portfolio to support and how you want us to work with your trustees and management team. We create an individual strategy to match your charity’s income and growth targets, attitude to risk and ethical requirements. To help your charity have a successful future, we aim to achieve consistent returns for you over the long term*. Our patient, risk-based approach is designed to protect and grow capital.

As part of an independently owned company, we have the freedom to look across the whole of the market to find the best options for your charity’s goals. Our investment managers are supported by our central investment process and guidance from our in-house investment committees.

We believe in transparency, our fee structure reflects that. We charge an annual fee (charged quarterly) for managing your money, which is calculated as a percentage of the value of your portfolio. View fees for charities.

*The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

CHARITY MULTI-ASSET FUNDS

Support for your trustees and management team

We are much more than an investment provider. Our dedication extends to supporting the work that you do. We offer direct access to your investment manager and regular meetings to assist your trustees in monitoring investment performance and strategy.

Helping your trustees and management team to maintain an awareness of best practice is an important part of our relationship with you. We provide complimentary training events for trustees, as well as giving valuable thought leadership on key investment strategy issues through our research papers, ensuring you have access to the latest insights and expertise.

Our goal is to be a partner, enabling you to navigate the investment landscape with confidence.

Charity Publications

Responsible Investment

Our dedicated team has extensive experience in building responsible investment strategies that align with an organisation’s mission. We understand the importance of helping charities balance their ethical and financial goals. As a company with a long-standing commitment to business ethics, we believe that investment decisions can be a powerful force for good.

Responsible investment is at the core of our approach, guided by four core principles: Environmental, Social and Governance (ESG) integration, voting with purpose, engagement with consequences and transparency.

We are also a signatory to the United Nations-backed Principles for Responsible Investment.

_{^{FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Rathbones Group Plc has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.}}

Charity Events

Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.

We also look forward to meeting you at the various events we host on behalf of the community throughout the year.

Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.

OUR TEAM

Victoria Hoskins

Greenbank Head of Charities

Victoria Hoskins

Greenbank Head of Charities

London

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements.

Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team. From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre.

Insights

25 April 2024

Responsible investment report for 2023 activity

Explains how we invested, engaged and voted with ESG issues in mind.

Find out more

1 min

22 April 2024

Review of the week: Spending the big bucks

The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.

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5 mins

18 April 2024

Investment Insights webinar

Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.

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1 min

15 April 2024

Review of the week: Middle-Eastern tensions rise further

An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.

Find out more

5 mins

Rathbones for Charities

Your Mission. Our Commitment.

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.

CHARITY INVESTMENT TRAINING HUB