Supporting Scotland’s charities to invest well and empower change

Rathbones works alongside charity trustees and leadership teams in Scotland to help them steward their assets responsibly, balancing income needs, capital growth and risk in support of their charitable mission. With dedicated charity investment specialists based in Scotland, we combine local insight with the strength and resources of Rathbones as a long-established investment manager.

Meet Fiona Gillespie – Head of Charities, Scotland 

Fiona Gillespie leads Rathbones’ charities proposition across Scotland, working closely with trustees, finance directors and charity executives. With more than 25 years’ experience in investment management, Fiona has extensive expertise in advising charities on investment strategy, governance and long-term financial sustainability. She understands the specific challenges faced by Scottish charities and brings a pragmatic, trustee-focused approach to every relationship.

Meet Fiona

How Rathbones supports charities in Scotland

What our clients say about us

Get in touch

If you are a trustee or senior executive at a charity based in Scotland and would like to discuss your investment approach, we would be pleased to hear from you. 

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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 or read more about the platform 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 to find their details.

 

Trustee training and events across Scotland

Rathbones delivers trustee training sessions and charity events across Scotland, designed to build confidence in investment decision-making and financial governance. 

18th March 2026 - 09:00 to 11:00

Investing in defence: Practical guidance for charity trustees

Rathbones offices, Edinburgh TBC
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Insights and resources for Scottish trustees

Charity trustees can access a wide range of insights and practical guidance through Rathbones’ Charity Investment Support Hub. These resources are designed to support trustees between meetings and complement in-person training.

Celebrating the impact of our Scotland charity clients