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The power of partial clarity
Last Updated: March 16, 2026
Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?
AI for Charities: Practical applications, risks and opportunities
Last Updated: March 16, 2026
Artificial intelligence is transforming the way charities operate, from automating routine tasks to boosting fundraising and improving service delivery. But with great potential comes big questions around ethics, governance, and data protection.
We were joined by two sector leaders - Zoe Amar – Founder of Zoe Amar Digital, Chair of The Charity Digital Code of Practice, and Co-Chair of The Charity AI Taskforce, and Chris Brocklesby – Chief Technology Officer at British Heart Foundation, leading transformative programmes and advancing AI adoption across the organisation while ensuring robust information security.
Julian Ide
Last Updated: March 17, 2026
Julian brings 25 years’ leadership experience in global financial services businesses and charities, spanning numerous high-profile roles including vice chair of Franklin Templeton EMEA, chief executive officer of Martin Currie, chief executive officer of Source ETF and chief executive officer of Old Mutual Global Investors.
Britt Holland-Ellice
Last Updated: March 17, 2026
Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. She also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.
Building financial resilience in uncertain times - strategies for sustainable charity finance
Last Updated: March 16, 2026
Building financial resilience in uncertain times - strategies for sustainable charity finance
Measuring what matters: Evolving approaches to impact reporting
Last Updated: March 16, 2026
As expectations grow around transparency and effectiveness, more charities are under pressure to demonstrate the impact of their work — not just to funders and stakeholders, but to communities and society at large. Yet the landscape of impact reporting can feel complex, inconsistent and time-consuming.
In this webinar, we bring together sector leaders and practitioners to explore how charities can approach impact reporting in a way that is meaningful, proportionate and aligned with their mission.
Services for accountants
Last Updated: March 17, 2026
Our wealth management team helps accountants grow and protect personal wealth with tailored strategies from early career through to retirement.
Business Relief (BPR): planning for the new £2.5 million limit
Last Updated: March 17, 2026
What’s changing from 6 April 2026 and what it could mean for you and your clients.
Contact our Financial Adviser and Distribution team
Last Updated: March 17, 2026
A way for Financial Advisers to get in touch with our team dedicated to supporting their needs.
Weekly Digest: Whiplash
Last Updated: March 25, 2026
Trading of threats between the US and Iran over the weekend sent equities falling, before they reversed sharply as US rhetoric softened. No real clarity has emerged, but we don’t want to miss any opportunities that might open up when hostilities do eventually settle down.
Robert Hughes-Penney
Last Updated: March 24, 2026
Robert is a Senior Investment Director and has over 30 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities.
Tilia Astell
Last Updated: March 24, 2026
Tilia joined Rathbones in 2022. She oversees the Group’s thematic work on nature-related risks and opportunities – this includes leading engagements focusing on chemical pollution and regenerative agriculture and working on engagements on deforestation and water security. She also co-leads engagement on climate risk in the banking sector and supports engagement with mining companies and standard-setters on best practices. Tilia also carries out informed proxy voting and supports the integration of ESG factors within the investment process.