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
Gareth Pearl
Investment Director
Gareth Pearl
Investment Director
London
Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.
Gareth is a Chartered Fellow of the CISI (FCSI) and obtained the Masters in Wealth Management in 2014. He has passed the CISI Professional Assessment in Sustainable and Responsible Investment. He has attended the Cass Business School “Charity Investment – Theory and Practice” course, the leading investment course for charities in the UK. Gareth is a governor of a primary school in East London.
Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.
Gareth is a Chartered Fellow of the CISI (FCSI) and obtained the Masters in Wealth Management in 2014. He has passed the CISI Professional Assessment in Sustainable and Responsible Investment. He has attended the Cass Business School “Charity Investment – Theory and Practice” course, the leading investment course for charities in the UK. Gareth is a governor of a primary school in East London.
Georgina Hand
Investment director
Georgina Hand
Investment director
Winchester
Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts. She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years. She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.
Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts. She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years. She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.
Ian Burrows
Investment director
Ian Burrows
Investment director
Birmingham
Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.
Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.
Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.
Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.
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