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 £6.3 billion* in funds under management for more than 1,900 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 March 2023
HOW CAN WE HELP YOU?
Charity Investment Management
CHARITY MULTI-ASSET FUNDS
Support for your trustees and management team
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
Andy Pitt
Head of Charities
Andy Pitt
Head of Charities
London
Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Dunhill Medical Trust. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.
Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Dunhill Medical Trust. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.
Julian Rathbone
Head of North and Head of Charities, Liverpool
Julian Rathbone
Head of North and Head of Charities, Liverpool
Liverpool
Julian joined Rathbones Investment Management in 1997 and now heads up the Charity Team in Liverpool and the Northern Region as a whole. Having qualified as a chartered accountant with PWC in 1997, Julian has around 30 years’ experience in the financial industry. He is a chartered wealth manager and a chartered fellow of the Chartered Institute for Securities and Investment and has a wealth of experience in Charities, Trusts, Private Clients and Pension Funds. He is also a Trustee of several charitable trusts.
The clients, as ever, remain front and centre of attention. Staying in close contact with clients and their evolving needs and providing the most suitable ongoing investment solutions, remains his primary objective.
Julian is married with 3 children, who keep him on his toes. They enjoy the great outdoors and a host of related activities.
Julian joined Rathbones Investment Management in 1997 and now heads up the Charity Team in Liverpool and the Northern Region as a whole. Having qualified as a chartered accountant with PWC in 1997, Julian has around 30 years’ experience in the financial industry. He is a chartered wealth manager and a chartered fellow of the Chartered Institute for Securities and Investment and has a wealth of experience in Charities, Trusts, Private Clients and Pension Funds. He is also a Trustee of several charitable trusts.
The clients, as ever, remain front and centre of attention. Staying in close contact with clients and their evolving needs and providing the most suitable ongoing investment solutions, remains his primary objective.
Julian is married with 3 children, who keep him on his toes. They enjoy the great outdoors and a host of related activities.
Fiona Gillespie
Head of charities, Scotland
Fiona Gillespie
Head of charities, Scotland
Edinburgh
Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.
Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.
She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.
Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.
Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.
She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.
Insights
Review of the week: Uncertainty spreads
Central bankers in the US and UK decided interest rates shouldn’t go higher in September; bond investors disagreed.
6 mins
Get financially fit for retirement on-demand
Everyone has questions about their retirement. How much will I need to save? When can I start drawing an income and how much will I get? Is my pension pot big enough?
1 min
Quarterly Investment Update video Q4 2023
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
1 min
Quarterly Investment Update Q4 2023: Entering the midnight zone
The darkest hour for economic indicators is still approaching; then comes the dawn.
11 mins