Rathbone Investment Management Ltd

Rathbone Investment Management Ltd

Address: 8 Finsbury Circus
Telephone: 020 7965 7102
Website: www.rathbones.com/charities
Email: Click here to email Rathbone Investment Management Ltd

Local Causes – Global Perspective

The Rathbones charity team is proud to manage 3.7 billion* of assets for over 1000 charities, making us the fourth largest manager of charity assets in the UK. We are a specialist charity team, not a private client or institutional team that happens to deal with charities from time to time. We have a dedicated team of 18 charity investment specialists. Half of us are charity trustees, underlining a personal as well as professional commitment to the sector. We are proud to have won the Citywealth Award for ‘Charity Investment Manager of the Year’ in 2013, 2014, 2015 and 2016 – the only charity award that is voted for by trustees and charity executives. Rathbones also won the Charity Times Better Society ‘Asset Manager of the Year’ award and the Charity Times ‘Investment Manager of the Year’ award in 2016.

Our offering

• A clean transparent fee with no dealing costs
• Tailored portfolios for funds of £500,000 or more
• The Active Income and Growth Fund for charities with £10,000 or more
• Single asset class or multi-asset mandates
• Rathbones Online – an award winning reporting system
• Access to our complimentary trustee training events and regular white papers

For more information on our services for charities, please contact James Brennan on 020 7399 0359 or james.brennan@rathbones.com

*As at 31 June 2016



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