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Financial Data


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Rathbones is one of the UK’s leading providers of investment management services for private clients, charities and professional advisers. With a long history of positive social impact, they provide personalised discretionary investment management services to private clients, charities and professional advisers. 

They wanted to build on that long history by confirming their commitment to social responsibility and sustainability in a more transparent way. 

We were engaged by Rathbones to help them devise a new set of measures for their CSR strategy based on the Global Reporting Initiative standards. We conducted an objective audit and assessment across the organisation and produced an in-depth report of their social and environmental impact. This resulted in a new and comprehensive brand story and more robust measurement against which they can showcase their impact. 

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