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 £9.3 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 Mark O'Connor@rathbones.com to find out more and start a conversation.
* As at December 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.
The Changing Face of Legacy Giving:
OUR TEAM
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.
Insights
Review of the week: Negotiating a trade war
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.
6 mins
Weekly digest: extremes
Lately we’ve had to acknowledge the distinct possibility that some of the content in these weekly updates could be rendered out-of-date before they’ve even been read. The White House’s somewhat arbitrary approach to policymaking suggests that we should brace ourselves for more of this volatile market behaviour, both positive and negative.
6 mins
Review of the week: Gloves off?
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
6 mins
There's more to investing than trade policy
Since our last video, all markets have cared about is trade policy. But there is much more to investing than that: here we explain why it’s so important to keep focussed on the long-term resilience of the markets. Before we get to that, it’s worth noting there has been a small de-escalation of the trade war.
Watch Ed's video update below.
3 mins