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Rathbones Kendal celebrating as company picks up second national Charity Times award

by Cumbria Crack
23/10/2017
in Business
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L-R: Kate Hughes (Secretary), Richard Dawson (Regional Director), David White (Investment Director), Stephen Quick CFA (Investment Manager), Jane Rossiter (Secretary).

[T]he Kendal office of Rathbone Investment Management is celebrating following the company achieving national recognition for its work with charities.

Rathbones’ charity team was delighted to win the Investment Manager of the Year award for the second year running at the 18th Annual Charity Times Awards on 4 October.

The awards celebrate best practice in the UK charity and not-for-profit sector and Rathbones, were one of seven investment management firms shortlisted. The ceremony, run by Charity Times, took place at the Park Plaza on Westminster Bridge with winners announced by comedian Shappi Khorsandi.

Rathbones which was established in 1742 and has had a team based in the South Lakes for over twenty years, was recognised for its support of the charities sector.

Recently the Kendal based team has run charity trustee training workshops in order to better equip local charity trustees by offering free advice and training.

Richard Dawson, Regional Director at Rathbone Investment Management in Kendal, said: “Our work with charities is such an important part of what we do at Rathbones. We all work incredibly hard to provide an exceptional service for our clients and it’s a fantastic to be recognised for this.”

Andrew Pitt, Head of Charities, London, said: “We are thrilled to have won this award from Charity Times for the second year running. As investment managers, we do everything we can to support the work that the sector does and promoting best practice is an important part of our relationship with charities.”

Rathbones Brothers PLC is one of the UK’s largest and longest established wealth management firms. With offices at The Stables, Levens Hall and across the North West of England, Rathbones is renowned for offering each of its clients a bespoke, personal service and for providing high quality wealth management services.

To find out more, please visit www.rathbones.com.

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