From working with Florence Nightingale to introduce district nursing to Liverpool to helping to found the University of Liverpool, the Rathbone family has a long history of involvement with the local community. We continue that proud tradition today.

We encourage employees to take up unpaid positions in local and national charities and voluntary organisations and offer two and a half days a year for employees to volunteer in the community. Members of staff are also encouraged to donate to charity in a tax efficient manner through the Give As You Earn (GAYE) payroll giving scheme administered by the Charities Aid Foundation.

The Rathbone Brothers Foundation, our charitable fund, considers requests for assistance and supports a number of charities. Meaningful donations have been made to:

  • Arts Insight, which uses music and drama to equip children from less privileged backgrounds with the interpersonal skills to develop into confident adults with essential skills for life

  • Urban Pursuit, which helps vulnerable young people in the Bristol area in danger of being excluded from mainstream society get back on track through adrenaline sports and adventure activities

  • Merefield School in Southport, which provides education for pupils with profound learning difficulties.

Education and youth development

Our corporate responsibility programme continues to develop with a committed focus on youth development. The Rathbones Financial Awareness programme is a significant element of our investment in young people, which involves our investment managers delivering presentations for 16 to 54 year olds in our offices and at schools around the country.

The programme equips those attending with the necessary information to take responsibility for their finances at a young age. The programme is free and in the last six years we have reached over 10,000 young people in both independent and state schools.

The Rathbones Folio Mentorships programme provides talented young writers from state schools the transformational opportunity to be mentored by published authors, one-on-one, for a year. Alongside this, Rathbones also supports a digital reading programme in schools, in association with The Pigeonhole (a digital book club) and Harper Collins Publishers.

In 2019, Rathbone Unit Trust Management have been proud to sponsor the Million Makers entrepreneurial challenge, creating an online educational resource ‘money matters’ at which introduces basic concepts like savings and investments, to support young people in taking control of their financial future.  Collectively with team #BeWell and sponsors the team aim to raise over £1 million for The Prince’s Trust.

Local communities

We are committed to supporting the communities in which we are based. Our regional offices get involved in their local communities and support charities and initiatives that they feel are important to the area.