Our approach

Our approach to responsibility 

We are committed to operating in a way that creates long-term value for our stakeholders, benefits society and actively addresses any adverse impacts our activities have on society, people and the environment. This means understanding the environmental, social and governance (ESG) issues that matter to them and to our business. The pillars of our programme - responsible investment, our people, society and communities, and our environmental impact - position us to influence the trends we face as an investor and as an active member of the societies and communities in which we operate.

We have a clear understanding of who we are as a business and are committed to thinking, acting and investing responsibly. This includes putting in place strong governance foundations to hold us to account. Alongside clear accountability we will set targets, track and monitor our progress and transparently report against our commitments in a timely manner.

We recognise that we cannot achieve our aims alone. Through selected partnerships we will work to deliver action and continually challenge ourselves around the issues that we can materially impact.

Rathbones has been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and will continue to lead us forward.

To read more about our responsible business activities see our pillar pages and Annual Report and Accounts

Looking forward

Acting on environmental, social and governance issues is not only the right thing to do but is fundamentally beneficial to the long-term success of our business and the welfare of our stakeholders. To ensure that we deliver our immediate prioritise are:

  • engaging stakeholders on ESG matters
  • ensuring alignment with our selected standards and frameworks
  • enhancing our data disclosure
  • further enhancing our approach to supplier management
  • continuing to strengthen our governance of these issues through updated policies and reviewing our committee structure.

We commit to reporting transparently and will share our progress as we deliver our responsible business programme.

Standards and frameworks

During 2020 we worked to understand the impact we can have as a business. Our approach to responsible business clearly supports our business strategy. Our commitment to the following organisations supports our development and together we will work to have a positive impact. We have mapped our framework to the following standards and frameworks:

                                                                                               The United Nations Sustainable Development Goals (SDGs):

Rathbones maps to the SDGs on many levels across our businesses. In 2021, we will map our impact against the goals and report our progress in support of the goals in our next report.


The FTSE4Good Index*:

We are pleased to have been included in the FTSE4Good Index for over 10 years. As a business we will continually develop our approaches to maintain our listing.

Find out about other partnerships and memberships we participate in as a group here.


*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.