Your Mission. Our Commitment.
Our specialist charity investment managers are dedicated to helping you help others.
Charities have entrusted their investments with us for over 100 years, and our dedicated approach has seen Rathbones become one of the leading investment managers for charities and not-for-profit organisations in the UK.
With a team of investment managers working exclusively for charities, we are responsible for £9.15 billion* in funds under management for more than 3,000 charities. Our portfolios range in value from £10,000 to more than £100 million.
At Rathbones, your dedicated investment manager is accountable for every aspect of your charity’s portfolio, tailoring it to align with your goals and principles. And with a team, many of whom are trustees in their own right, they’ll manage it for sustained, long-term growth.
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.
Together, we can help you achieve your charitable goals. Please contact Natalie.Yapp@rathbones.com to find out more and start a conversation.
* As at 31 December 2023
HOW CAN WE HELP YOU?
Charity Investment Management
CHARITY MULTI-ASSET FUNDS
Support for your trustees and management team
Charity Publications
Responsible Investment
Our dedicated team has extensive experience in building responsible investment strategies that align with an organisation’s mission. We understand the importance of helping charities balance their ethical and financial goals. As a company with a long-standing commitment to business ethics, we believe that investment decisions can be a powerful force for good.
Responsible investment is at the core of our approach, guided by four core principles: Environmental, Social and Governance (ESG) integration, voting with purpose, engagement with consequences and transparency.
We are also a signatory to the United Nations-backed Principles for Responsible Investment.
FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Rathbones Group Plc has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.
Charity Events
Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.
We also look forward to meeting you at the various events we host on behalf of the community throughout the year.
Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.
OUR TEAM
Euan MacDonald
Investment director
Euan MacDonald
Investment director
Edinburgh
Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.
Euan is a guest lecturer at Heriot-Watt University Investment Club focusing on the topics of stock analysis, sustainability and corporate governance. In addition to this he runs open days for students interested in working in the investment management industry.
He sits on the Scottish Council of the Outward Bound Trust and as an active fell runner promotes the benefits of outdoor pursuits in the development of young people.
Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.
Euan is a guest lecturer at Heriot-Watt University Investment Club focusing on the topics of stock analysis, sustainability and corporate governance. In addition to this he runs open days for students interested in working in the investment management industry.
He sits on the Scottish Council of the Outward Bound Trust and as an active fell runner promotes the benefits of outdoor pursuits in the development of young people.
Eve Sneddon
Assistant investment manager
Eve Sneddon
Assistant investment manager
Glasgow
Eve joined Rathbones in July 2019 following the acquisition of Speirs & Jeffrey having previously worked at BNP Paribas in Glasgow.
Eve studied at the Poznan School of Banking in Poland where she gained a master’s degree in finance. While studying for her degree she took part in European exchange programs for students allowing her to study in Berlin and complete her internship in the UK.
Before joining the charity team in 2021, Eve worked as a client service executive, during which time she obtained the Investment Advice Diploma and a Chartered Wealth Manager qualification. She is a member of the Chartered Institute for Securities & Investment (CISI).
Eve joined Rathbones in July 2019 following the acquisition of Speirs & Jeffrey having previously worked at BNP Paribas in Glasgow.
Eve studied at the Poznan School of Banking in Poland where she gained a master’s degree in finance. While studying for her degree she took part in European exchange programs for students allowing her to study in Berlin and complete her internship in the UK.
Before joining the charity team in 2021, Eve worked as a client service executive, during which time she obtained the Investment Advice Diploma and a Chartered Wealth Manager qualification. She is a member of the Chartered Institute for Securities & Investment (CISI).
Freddy Snowden
Investment manager
Freddy Snowden
Investment manager
London
Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.
Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.
In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.
Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.
Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.
In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.
Insights
Responsible investment report for 2023 activity
Explains how we invested, engaged and voted with ESG issues in mind.
1 min
Review of the week: Spending the big bucks
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
5 mins
Investment Insights webinar
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
1 min
Review of the week: Middle-Eastern tensions rise further
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
5 mins