Our team for charities
Our investment managers are passionate about what they do. Many of the team are involved with charities outside work and are trustees themselves.
You can view a list of our charity investment management team below. For contacts in our regional offices, please select your nearest office location.
Libby Barrett
Investment director
Libby Barrett
Investment director
London
Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.
Libby specialises in managing charity and institutional portfolios. Libby chairs the developed equities committee within Rathbones, specialising in the selection of North American funds. Libby is a charity trustee in her own right and also sits on the Rathbones foundation committee.
Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.
Libby specialises in managing charity and institutional portfolios. Libby chairs the developed equities committee within Rathbones, specialising in the selection of North American funds. Libby is a charity trustee in her own right and also sits on the Rathbones foundation committee.
Mark O'Connor
Business Development Director Charities
Mark O'Connor
Business Development Director Charities
London
My role as Business Development Director Charities is to help ensure that Rathbones best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity. An important aspect of my role is to ensure that charities know about Rathbones. So, I will look to promote the Rathbones name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Rathbones' charity team developments, so they can confidently recommend Rathbones to their clients.
My role as Business Development Director Charities is to help ensure that Rathbones best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity. An important aspect of my role is to ensure that charities know about Rathbones. So, I will look to promote the Rathbones name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Rathbones' charity team developments, so they can confidently recommend Rathbones to their clients.
Michael Turner
Senior Investment Director
Michael Turner
Senior Investment Director
London
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client's attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client's attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.