Our largest client, the Joseph Rowntree Charitable Trust has been a client for over 10 years, and we manage their portfolio to strict ethical criteria.

Ethical investment has, as a consequence, become something of a specialism of RCBIM with just under half by number of our clients managed in accordance with ethical criteria of one form or another.

We manage two retail unit trusts, the Marlborough UK Primary Opportunities Fund and the Marlborough Ethical Fund. Each fund has both retail and institutional units and is ISA eligible.

RCBIM also manages a number of pension funds, including part of a local authority fund, onshore trusts, and some substantial private client portfolios.