RBC Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary investment management services and a top 10 charity manager*, with offices across the UK and the Channel Islands. We have been providing bespoke services to charities, private clients, pension funds and trusts for generations and focus on working with clients to provide solutions in relation to their needs.

CCLA is one of the UK’s largest charity fund managers according to the latest Charity Finance Survey. Managing investments for charities, religious organisations and the public sector is all we do. Based in the City of London, with an office in Edinburgh, we are largely owned by our clients’ funds.

The Rathbones charity team is proud to manage £6.5 billion* of assets for more than 1,900 charities, making us the fourth largest charity manager in the UK. We believe it benefits our clients to have their investments looked after by dedicated sector experts and our team of 26 work solely on charity investments. Many of us are involved with charities outside of work: and more than half of our team are charity trustees, demonstrating personal commitment to the charity community and providing invaluable insight into the challenges charities face.

We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.