Charities

We are one of the leading investment managers for charities and not-for-profit organisations in the UK. We have £5 billion* in funds under management for more than 1,900 charities, in portfolios that range from £10,000 to more than £100 million.

Charities have entrusted their money to us for over 100 years. Our goal is to help your charity secure a long and successful future through our individual approach to investment management.

We have a dedicated team of investment managers who only work for charities. We believe it is better for your money to be looked after by an expert with a strong understanding of your sector, than by someone who deals with charities only occasionally.

Your investment manager is personally responsible for everything to do with your charity’s portfolio. There is a team behind them to provide support, but it is your investment manager who makes all the decisions because they know and understand your charity.

If you'd like to learn more about how Rathbones can support your charity please contact Natalie.Yapp@rathbones.com.

*As at 30 March 2020