17 August 2022

Rathbone Investment Management confirms it has won the title of Charity Investment Manager of the Year for the second year running at the ninth Citywealth Magic Circle Awards 2014.

The awards, held on 8 May at the Grange Hotel, is an established presence in the wealth calendar, attracting top level professionals from the leading firms in the private wealth sector.

Rathbones has a history grounded in charitable activity, managing over £2.6 billion of funds for over 960 charities (as at 31 December 2013). The company works with not for profit organisations across various sectors, ranging in size, objectives and investment preferences.

Commenting on the awards, Ivo Clifton, head of specialist and charity business said, “These awards seek to promote excellence in all areas of charities management both within the charity sector itself and among those businesses which support it.  It is therefore extremely pleasing for our contribution to be recognised in this way.

“At Rathbones we aim to be at the forefront of charity investments, and this award underlines our commitment to the sector.  I’d like to take this opportunity to thank all those who voted for Rathbones and offer my congratulations to the charity team for all of their hard work.”

Charity investment manager award photo

Investment Director, Adrian Maxwell with Lord Archer, collecting the award on behalf of Rathbone's Charity team

For further press information, please contact:

Christopher Dean
Head of Communications
Rathbone Investment Management
020 7399 0000

Lora Coventry/Lucy Forgan
Quill PR
020 7466 5059/5103  

About Rathbones

Rathbones is one of the UK’s largest and longest-established providers of high-quality, personalised discretionary investment services. It manages over £20 billion of funds (as at 31 December 2013) for individuals, charities and trustees.

About Charities

At Rathbones we are committed to offering a comprehensive investment service to charities of all shapes and sizes. It is this commitment that makes Rathbones one of the fastest growing charity investment managers in the UK, according to Charity Finance. We currently manage over £2.68 billion of funds for over 960 charities (as at 31 December 2013), reflecting the trust and confidence in our investment management services.

Citywealth Magic Circle Awards

Each year the Citywealth Magic Circle Awards brings together a top level group of the elite of advisors and managers in the international wealth industry. In May 2013 over 400 attended the Citywealth Magic Circle Awards dinner representing over 140 organisations including the leading law firms, trust companies, family offices, tax advisors, investment managers and bankers in the wealth sector to recognise the achievements of the industry during the past year.