Ethical investment

We are used to helping charities balance their ethical and financial goals. We can accommodate restricted mandates which avoid investments in sectors your charity may wish to avoid, such as alcohol, arms, gambling or tobacco.

Additionally, for charities who want positive screening, our specialist ethical and sustainable investment team, Rathbone Greenbank, can identify investments that align with your charity’s mission while meeting high environmental, social and governance standard.

We do business the right way

It’s not just you who wants to be certain that your charity’s money is being looked after by a company that does business the right way. Donors increasingly demand to know that is the case as well.

We are a member of the FTSE4Good Index of companies that meet globally recognised standards of corporate responsibility. We are also a signatory to the United Nations-backed Principles for Responsible Investment.

We are proud to win awards for the quality of our service to charities from the likes of Charity Times and Citywealth. We contribute to the development of good practice within the sector through our membership of the Charity Finance Group and Charity Investors’ Group.

Our involvement in charitable and philanthropic activity goes back to 1742. The Rathbone family was active in improving social welfare during the nineteenth century. Our employees carry on that work today through fundraising and volunteering in their local communities.