Charity Finance Banking Survey 2025

The questionnaire is now open for responses. Share your views by 7th March to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.

https://www.surveymonkey.com/r/38R8ZDK

Kate Rogers

Head of policy

Kate Rogers is chair of the Charity Investors' Group and head of policy at Cazenove Charities. She is also fund manager of the Charity Multi-Asset Fund, a common investment fund targeting RPI plus 4 per cent over the long term.

Rogers joined Schroders Charities, which since merged with Cazenove Charities, in 2005 after four years with Kleinwort Benson Private Bank's charity team. She sits on the Cripplegate Foundation Finance Committee and is a trustee of the Seahorse Trust (Pewterers' Charitable Trust). She graduated from the University of Durham with a BSc (Hons) in natural sciences.