“ An investment service for charities that is
bespoke and personal ”
While no two charities are the same, all trustees face similar challenges in meeting their responsibilities.
You need to be confident that your charity’s investments will be well-managed, to an appropriate brief, by investment professionals whose skills you trust.
The charities that entrust nearly £1.4 billion* of funds to Rathbones to manage include religious and medical charities, Livery Companies, and organisations associated with the arts, education, rural and social issues, and animal welfare.
| Our experience | Bespoke service |
|---|
| We offer direct access to one of the UK’s leading teams in investment management for charities |
Building portfolios designed to meet each charity’s individual needs |
| Your portfolio | Training and support |
|---|
| We have invested in our service to you and place great emphasis on on-going review |
Offering charities on-going guidance |
* as at 31 December 2009