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 £8.8 billion* in funds under management for around 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 Mark O'[email protected] to find out more and start a conversation.
* As at March 2025
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.
Get In Touch
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.
Charity Expert Series
Webinar: Building financial resilience in uncertain times
Webinar: The Changing Face of Legacy Giving
Trustee training
Trustee training - Birmingham
Trustee training - London
Trustee training - Edinburgh
Trustee training - Bristol
Trustee training - Winchester
OUR TEAM
James Ayre
Head of Investments, Charities
James Ayre
Head of Investments, Charities
London
James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.
James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.
James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.
James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.
James Garbutt
Investment Director
James Garbutt
Investment Director
Newcastle
James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.
James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI.
He is also a trustee of The Rothley Trust, a charity which supports grant-making in the North-East of England and is a former vice-chair of Tyne & Wear Archives and Museums Development Trust.
James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.
James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI.
He is also a trustee of The Rothley Trust, a charity which supports grant-making in the North-East of England and is a former vice-chair of Tyne & Wear Archives and Museums Development Trust.
James Parry
Investment Manager
James Parry
Investment Manager
London
James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.
James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.
James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.
James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.
Insights
Weekly digest: as time goes by
Some calm has returned to markets amid a temporary truce in the tariff wars, but the clock is ticking and there is plenty of potential for further volatility. Meanwhile, things are less rosy in bond land. Still, as John notes, there is reason to relax and enjoy the bank holiday weekend.
7 mins
The power of partial clarity
Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?
1 min
Weekly digest: The first innings
Markets have reacted positively to news of US trade deals with the UK and China. But these are still bad deals compared to the previous status quo, so what could propel equity markets higher from here?
10 mins
Monthly digest: testing the limits
April gave investors a rollercoaster ride but the US stock market ended only modestly down and bonds regained their safe-haven status.
12 mins
