Charities

Our dedicated charity specialists help your charity invest well — so you can focus on what matters most

Two volunteers herd chickens and goats at a farm

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 £9.3 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. 

Together, we can help you achieve your charitable goals. Please contact charities@rathbones.com  to find out more and start a conversation.

* As at 30 June 2025

Trees over a river

Find the right service for your organisation

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. 

Learn about our approach

Let's talk

  • Current Your Details
  • More about you
  • Protecting your data
I am a/an

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.

 

Charity events

Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.

We also look forward to meeting you at the various events we host on behalf of the community throughout the year.

Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.

Charity expert series

6 October 2025 - 12.00 to 13.00

Webinar: Measuring what matters: Evolving approaches to impact reporting

In this latest Charity Expert Series 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.
Find out more
Watch the webinar on demand now

Webinar: The changing face of legacy giving

Gain valuable insights from industry leaders to strengthen your own legacy programme.
Find out more
Watch the webinar on demand now

Webinar: Building financial resilience in uncertain times - strategies for sustainable charity finance

This webinar explores practical strategies to strengthen reserves, diversify income, manage risk, and plan for long-term sustainability - balancing mission delivery with financial prudence.
Find out more

Trustee training

8 July 2025 - 10am to 3pm

Trustee training - Bristol

Join a full-day trustee training course focused on financial resilience.
Find out more
Search trustee training

Our team

Insights