Financial Highlights

Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.

The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.  

The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south.  Investment manager, Jonny Holmes, is the latest addition to the 30

The entire team at Rathbone Investment Management International is celebrating after being named ‘Investment Management Company of the Year – Channel Islands’ for the third time in four years at the annual Citywealth International Financial Centre Awards, this week. Managing Director Jonathan Giles also took the title of ‘Outstanding Individual of the Year’ at the prestigious ceremony.

Jonathan Giles, Managing Director, and Grant Hamilton, Director, attended the event, which was held at Lord’s Cricket Ground on Wednesday evening, where they received the awards from former English rugby union

This statement is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 July 2014 to 15 October 2014 and includes trading results for the three months ended 30 September 2014.

Chief Executive, Philip Howell, commented:

“Despite relatively flat investment markets in the third quarter, Rathbones’ funds under management grew 10% from £23.9 billion to £26.3 billion as a result of continued net organic growth combined with the successful completion of the acquisition of Jupiter Asset Management Limited's

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. 

Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London.  At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.

This year, the Charity Symposium, aimed at charity trustees and their advisers, takes “new perspectives” as its central theme. Rathbones believes that good investment requires an open mind and the outperforming assets of tomorrow

The Board of Rathbones announces that further to the announcement made on 21 August 2017, exclusive merger discussions with Smith & Williamson have been terminated.