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Developing a charity investment policy
Last Updated: January 13, 2026
An investment policy serves as a foundational document that guides a charity's investment decisions, ensuring alignment with its mission, values, and financial objectives.
Ethical and responsible investing for charity trustees
Last Updated: January 13, 2026
Ethical and responsible investing ensures that a charity's investments align with its mission, values, and the expectations of its stakeholders.
Risk management and diversification
Last Updated: January 13, 2026
Effective risk management is essential for charities to protect their investment assets while achieving sustainable financial growth.
Investment performance monitoring and reporting
Last Updated: January 13, 2026
Once a charity has invested its assets, ongoing monitoring and transparent reporting are essential to ensure that investments are performing as expected, risks are being managed, and ethical commitments are upheld.
The future of charity investment governance
Last Updated: January 13, 2026
As economic, social, and environmental challenges evolve, charity investment governance must adapt to ensure financial sustainability, ethical integrity, and compliance with emerging regulations.
Our charities team
Last Updated: January 13, 2026
Meet our charities team
Rathbones Charity Growth & Income Fund - Prospectus
Last Updated: December 4, 2025
Rathbone Active Income and Growth Fund
Last Updated: September 30, 2025
Rathbone Active Income and Growth Fund (R Acc) - Key Investor Information
Last Updated: September 30, 2025
Rathbones Active Income & Growth Fund - Prospectus
Last Updated: September 30, 2025
Multi-Asset Webcast | October 2025
Last Updated: September 30, 2025
We are delighted to invite you to our upcoming webinar with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, on Wednesday 15 October at 10.00-11.00am.
Reclaiming time: How a Model Portfolio Service (MPS) helps advisers refocus on planning and growth
Last Updated: January 14, 2026
Rising compliance and portfolio management demands are leaving many financial advisers struggling to focus on what they do best – helping clients navigate life’s big decisions. Here’s how a well-designed MPS can ease the pressure and help your business grow.