Financial Highlights

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

1. Looking up 
How will equities react to rising bond yields?

2. Inflated expectations
Are inflation concerns justified?

3. The problem with protectionism
Biting the hand that feeds the consumer

4. Portfolio protectionism
Steady through the ups and downs

5. Good value or value trap?
UK equities look attractive across various measures

Read the key issues shaping current investment strategy. 

Following a strong third quarter of growth, our total funds under management and administration reached £60.9 billion at 30 September 2021. Positive net organic inflows in Investment Management and record net inflows into Rathbone Funds reflect our continuing momentum and delivery against the strategic priorities we have set out for growth.

Rathbones are one of the sponsors of the dot-art Schools competition, an annual art event for primary and secondary schools in the Liverpool City Region. dot-art Schools is an interactive, online competition, culminating in an exhibition at St Georges Hall from the 5th to the 21st June. The competition is designed to nurture talent, raise ambition, and take art out of the classroom and into the real world.

Each school creates and selects 25 pieces of student work which they feel best represent the talents of their students. These art works are then submitted by February half term and put on

Rathbones Group Plc (“Rathbones”) announces that it has agreed to purchase the remaining 80.1% of Vision Independent Financial Planning Ltd (“Vision”) and Castle Investment Solutions Ltd (“Castle”) (the “Vision Group”). 

Vision is an independent specialist financial advice network focusing on high net worth private clients. As at 31 August 2015, it had £925 million of assets under advice and 78 advisers operating nationally.  Castle operates as a sister company to Vision, providing it with administrative services.  Rathbones purchased a 19.9% stake in the Vision Group for £2m in October 2012

This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2015.

Rathbones confirms it has been shortlisted for the Echo Corporate Social Responsibility Award 2014, part of the Echo Regional Business Awards to be held on 3 July at St George’s Hall, Liverpool.

The awards recognise those companies, business leaders and teams which have demonstrated excellence in all fields of commerce and industry.  The Corporate Social Responsibility Award specifically acknowledges firms that are putting time or money back into the community.  The awards dinner will be hosted by former BBC broadcaster Peter Sissons and will be attended by top business professionals from the