Responsible investment

We take an individual approach to each client, so your investment portfolio is carefully constructed to match your objectives. We will ask if there are any investments you prefer to avoid. If you want all of your investments to be chosen from an ethical perspective, we can do this through our in-house ethical investment team, Rathbone Greenbank.

With a thorough understanding of the ethical investment landscape, our ethical specialists only manage socially responsible investments and have done so since 1997. Rathbone Greenbank works with around 2,100 clients across the UK and manages £2.3 billion in ethical investment assets.*

Responsible investment in two-and-a-half minutes

Our video on responsible investment outlines the challenges facing people and planet and how these can affect the value of investments. The animation also explains how we approach responsible investment.

We set out our four principles that help us address these problems, identify the opportunities and show the action we’re taking: ESG integration, engagement with consequences, voting with purpose and transparency.

We do business the right way

Many clients want to know that their money is being looked after by a company that does business the right way. We are proud to win awards for the quality of our service to individual clients and charities.

We are a member of the FTSE4Good Index of companies that meet globally recognised standards of corporate responsibility. We are also a signatory to the United Nations-backed Principles for Responsible Investment.

Our own involvement in charitable and philanthropic activity goes back even further. The Rathbone family was active in improving social welfare during the nineteenth century. We carry on that work today and many of our employees are actively involved in fundraising and volunteering in their local communities.

*All figures as at 31 December 2021

To learn more please see our responsible investment page.