Rathbones provides investment and wealth management services to private clients, trustees and professional partners and is one of the UK’s leading investment managers for charities and not-for-profit organisations.

With a strong tradition of thinking, acting and investing responsibly, Rathbones strives to help charities secure their futures through a holistic and individual approach to investment management. As sharing valuable and relevant insights is integral to building enduring value for clients, the firm wanted to develop a platform through which they could publish, regular, timely and relevant content specifically for their charity audience.

Our deep understanding of both the investment management world and the charitable sector, combined with extensive experience of helping clients to create effective content in line with business and marketing objectives meant that we were ideally placed to help Rathbones develop an e-newsletter for charities.

A trusted partner
We work side-by-side with the Rathbones team on an ongoing basis to write, edit and manage their quarterly e-newsletter for charity clients and contacts.

At the outset we helped to develop the initial newsletter concept and name – Charity Matters – and we’ve been trusted with project managing the publication ever since.

This includes quarterly editorial meetings to identify hot topics and content ideas, managing the production timetable, interviewing charity trustees and subject matter experts, ghost-writing articles and editing existing thought leadership material. And by using the right language and tone of voice we’re helping Rathbones communicate clearly with this key audience in a user-friendly, yet professional, way.

Charity Matters was launched in 2020 during a period of unprecedented uncertainty for charitable organisations. We’re proud to have been part of something that has endeavoured to provide charities and their trustees with useful and insightful advice and support during challenging times. It’s a strong partnership and we’re excited about what the future holds for the sector and for the firm.