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 £9.4 billion* in funds under management for more than 3,000 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 5 April 2024
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.
Get In Touch
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
Andrew Zazzi
Investment director
Andrew Zazzi
Investment director
Liverpool
Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.
Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.
Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.
Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.
Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.
Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.
Elliot Bancroft
Investment director
Elliot Bancroft
Investment director
London
Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.
Elliot has a BSc in Robotics and Control Engineering and a masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.
Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.
Elliot has a BSc in Robotics and Control Engineering and a masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.
Euan MacDonald
Investment director
Euan MacDonald
Investment director
Edinburgh
Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.
Euan is a guest lecturer at Heriot-Watt University Investment Club focusing on the topics of stock analysis, sustainability and corporate governance. In addition to this he runs open days for students interested in working in the investment management industry.
He sits on the Scottish Council of the Outward Bound Trust and as an active fell runner promotes the benefits of outdoor pursuits in the development of young people.
Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.
Euan is a guest lecturer at Heriot-Watt University Investment Club focusing on the topics of stock analysis, sustainability and corporate governance. In addition to this he runs open days for students interested in working in the investment management industry.
He sits on the Scottish Council of the Outward Bound Trust and as an active fell runner promotes the benefits of outdoor pursuits in the development of young people.