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Rathbones Group

  • Wealth Manager
  • Investment Manager
  • Private Bank

Rathbones is one of the leading charity investment managers in the UK. Charities have been entrusting their investments to us for over 100 years and we currently manage £9.5bn* on their behalf, making us the third largest manager of such assets in the UK. We have a large and dedicated charity team, backed by a well-resourced multi-asset investment process and dedicated charity service, events schedule, educational, and thought leadership offering.In addition to discretionary investment managemen

  • Operates: UK Wide
  • Based: UK Wide
  • Founded: 1742

About Rathbones Group

Rathbones is one of the leading charity investment managers in the UK. Charities have been entrusting their investments to us for over 100 years and we currently manage £9.5bn* on their behalf, making us the third largest manager of such assets in the UK. We have a large and dedicated charity team, backed by a well-resourced multi-asset investment process and dedicated charity service, events schedule, educational, and thought leadership offering.

In addition to discretionary investment management services, we offer a number of pooled fund options, including our flagship charity fund, The Rathbones Charity Growth & Income Fund, launched recently - our new multi-asset solution tailored for UK charities seeking long-term growth, reliable income, and responsible stewardship.

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. 

* As at 30 September 2025

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£10k

Minimum investment

  • Charity clients170
  • Total assets£469m
  • Advisory
  • Discretionary
  • Execution Only

Segregated mandate

£1m

Minimum investment

  • Charity clients3000
  • Total assets£9bn
  • Advisory
  • Discretionary
  • Execution Only

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Get in touch with Rathbones Group

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