Rathbones for Charities

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 £8.8 billion* in funds under management for around 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 March 2025

The Charity Awards 2025

The Charity Awards is an annual programme by Civil Society Media that recognises and celebrates exceptional work in all areas of charitable activity. As a proud supporter of the Charity Awards and sponsor of the International Aid and Development category, we’re committed to honouring organisations that have made an outstanding contribution to society.

The awards are a source of inspiration, highlighting the incredible impact that charities have on their communities. They provide a unique opportunity to applaud and appreciate the tireless efforts of those who work selflessly to make a difference.

HOW CAN WE HELP YOU?

Charities

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

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

 

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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.

Charity Expert Series

Webinar: Building financial resilience in uncertain times

30 June 2025
This webinar will explore strategies for sustainable charity finance.
Find out more

Webinar: The Changing Face of Legacy Giving

Watch the webinar on demand now
Gain valuable insights from industry leaders to strengthen your own legacy programme.
Find out more

Trustee training

Trustee training - Birmingham

6 June 2025 - 10am to 3pm
Join a full-day trustee training course focused on financial resilience.
Find out more

Trustee training - London

19 June 2025 - 10am to 3pm
Join a full-day trustee training course focused on financial resilience.
Find out more

Trustee training - Edinburgh

19 June 2025 - 5pm to 7.30pm
This session will focused on strengthening your board's approach to risk management.
Find out more

Trustee training - Bristol

8 July 2025 - 10am to 3pm
Join a full-day trustee training course focused on financial resilience.
Find out more

Trustee training - Winchester

8 July 2025 - 10.15am to 1pm
A morning of expert insights on charity law, responsible investing, and market impacts.
Find out more

CHARITY INVESTMENT INSIGHTS

OUR TEAM

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.

Olivia Marlow

Investment Director

Olivia Marlow

Investment Director

London

Olivia is an investment Director on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.

Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.

 

Olivia is an investment Director on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.

Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.

 

Rob Lapsley

Portfolio Manager, Charities

Rob Lapsley

Portfolio Manager, Charities

London

Rob joined Rathbones in August 2024 from CCLA Investment Management, where he was a portfolio manager on their multi-asset and global equity funds. Prior to that, Rob was a senior analyst at Selector Funds Management in Sydney, working on high-conviction Australian equity funds. Rob has managed investment portfolios for a variety of charities, not-for-profit organisations, pension funds and retail investors.

Rob has a BA in Economics from the University of Sydney and is a CFA charterholder.

Rob joined Rathbones in August 2024 from CCLA Investment Management, where he was a portfolio manager on their multi-asset and global equity funds. Prior to that, Rob was a senior analyst at Selector Funds Management in Sydney, working on high-conviction Australian equity funds. Rob has managed investment portfolios for a variety of charities, not-for-profit organisations, pension funds and retail investors.

Rob has a BA in Economics from the University of Sydney and is a CFA charterholder.

Insights

Charity Investment Training Hub