Empowering charities to invest with confidence
Our role is to support your mission by helping you make sound financial decisions with clarity and confidence. That means building long-term partnerships rooted in transparency, understanding and trust.
We bring together institutional investment expertise, a deep knowledge of the charity sector and a long track record in responsible investing. Whether you're reviewing your current arrangements or planning for growth, we’ll work with you to create a solution that supports your goals.
Find the right wealth solution for your charity
Responsible investment
Responsible investment is not a separate product at Rathbones — it’s the foundation of how we manage money for every client, including charities. We believe that considering ESG factors leads to better long-term outcomes, not only for investors but also for society and the planet.
Q4 2025
Watch our latest quarterly investment update for charities
This quarterly investment update distils the key developments from October to December 2025, and highlights the factors that influenced portfolio performance over the period. The update focuses on the major themes affecting charity investors, including diversification, income stability, risk management and governance, and outlines how these considerations shaped portfolios over the quarter. It also highlights the broader themes driving markets and explains how our investment approach is positioned to support charities’ long‑term objectives.
This webinar is for information only and should not be taken as a recommendation or advice on how any specific market is likely to perform. Past performance is not a reliable indicator of future performance.
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Investment support
Explore Rathbones' latest charity publications including research, insights and guidance.
Trustee support
See our range of market insights, quarterly webinars and educational tools to help you, help others.