chapter  8
5 Pages

Investor case study

Rathbone Greenbank Investments
WithKate Elliot

Rathbone Greenbank Investments is the dedicated ethical and sustainable investment team of Rathbones, a UK-based provider of investment and wealth management services for private investors, charities, trusts and professional advisers. Rathbones’ focus is on the provision of segregated, discretionary investment portfolios: approximately 90% of its £34.2 billion in funds under management 1 is managed on this basis, with the remainder managed by Rathbone Unit Trust Management via its range of unit trusts and open-ended investment companies. Investment managers at Rathbone Greenbank have been involved in ethical and responsible investment since 1992; within Rathbones’ total assets under management, we now manage approximately £860 million in ethically screened funds on behalf of over 1,400 clients. 2