All charities should be examining how they can harness the opportunities presented by AI, while remaining alive to the risks, Andrew Maxwell and Simon Lapthorne tell Ian Allsop from Civil Society Media.
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Private office is a highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.
Our expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside your existing team of professional advisers or managing every aspect in-house, we adopt a holistic approach and offer you access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.
Our approach is advisory driven with the focus on securing long-term trusted relationships with our clients and partners.
*This service is not regulated by the FCA
**This service is not regulated by the FCA
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3 mins
23 September 2025
Strategic Investment: Rethinking long-term charity portfolios
For institutional charities such as foundations and endowments, investment strategy is not just about navigating short-term market movements. It is about building portfolios that preserve and grow capital in real terms, so that charitable missions can be supported not only today but well into the future.