Investment management services for Charities

How can we help your organisation

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.

_{* 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.

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Investment management

We build our service around your charity’s priorities. Our approach means you do not have to compromise on what you want from your investment manager. The diversity of the charities we work with shows our ability to meet individual requirements.

Your investment manager will take time to understand your charity, the long-term strategy you want your portfolio to support and how you want us to work with your trustees and management team. We create an individual strategy to match your charity’s income and growth targets, attitude to risk and ethical requirements. To help your charity have a successful future, we aim to achieve consistent returns for you over the long term*. Our patient, risk-based approach is designed to protect and grow capital.

As part of an independently owned company, we have the freedom to look across the whole of the market to find the best options for your charity’s goals. Our investment managers are supported by our central investment process and guidance from our in-house investment committees.

We believe in transparency, our fee structure reflects that. We charge an annual fee (charged quarterly) for managing your money, which is calculated as a percentage of the value of your portfolio.

*The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Charity multi-asset funds

Our actively managed multi-asset funds for charities provide a straightforward and tax-efficient 'one stop' investment solution for charities that have £10,000 or more to invest. Both funds present a cost-effective method for gaining exposure to a wide range of asset classes, while optimising capital growth and income within their respective risk profiles.

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Support for your trustees and management team

We are much more than an investment provider. Our dedication extends to supporting the work that you do. We offer direct access to your investment manager and regular meetings to assist your trustees in monitoring investment performance and strategy.

Helping your trustees and management team to maintain an awareness of best practice is an important part of our relationship with you. We provide complimentary training events for trustees, as well as giving valuable thought leadership on key investment strategy issues through our research papers, ensuring you have access to the latest insights and expertise.

Our goal is to be a partner, enabling you to navigate the investment landscape with confidence.

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.}}

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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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