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Rathbones has warned that charities risk undermining their long-term resilience if they fail to review how their reserves are held and invested. Speakers at Rathbones' annual Charities Conference said trustees should consider whether excess cash could work harder over the long term, supported by clear governance, appropriate risk parameters and specialist advice.

Budget tax speculation is fuelling uncertainty, as affluent households review retirement, pension and inheritance plans amid fears of future changes.

Rathbones research reveals the financial pressures facing UK charities, with falling income and rising costs forcing difficult choices on staffing and services. The findings underline the importance of long-term planning and well-managed investments in helping charities continue to support communities.

Rathbones reports a spike in interest in offshore bonds

Rathbones, one of the UK’s leading wealth and asset management groups, today launches its first major brand campaign. 
Inspired by its recently refreshed purpose, ‘to help more people invest their money well, so they can live well’, the campaign reinforces the long-term positive impact that high quality financial planning and investment advice can have

ISA subscriptions surged in 2024/25, led by cash savings, while rising Stocks & Shares ISA uptake points to a gradual shift towards investing.