Financial Highlights

This statement, issued on the day of the Annual General Meeting, is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 January 2014 to 13 May 2014 and includes trading results for the three months ended 31 March 2014.

At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:

“Our first quarter was positive with total funds under management at the end of the quarter reaching £22.8 billion, up 3.6% from 31 December 2013. The recent acquisitions of Jupiter Asset Management

A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.

Covers half year to 30 June 2021

Paul Stockton, chief executive said: 

“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020. 

Following a strong set of year to date financial results we enter the second half of 2021 in a robust position. The acquisition of Saunderson House, announced on 23 June 2021, accelerates our

2016 marks the 70^th anniversary of Eleanor Rathbones death. An unsung hero of the twentieth century, Eleanor was a philanthropist, suffragist, social and welfare reformer, and humanitarian activist.

Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.

Rathbones is pleased to announce that Alex Moore, head of collectives research, has been recognised as a rising star in the industry by landing a spot in PAM’s 2019 Top 40 under 40.

Moore joined Rathbones in May 2015 as a collectives research analyst and was promoted to head of collectives research in July 2018. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and emerging markets equity portfolio management.

Moore is responsible for overseeing the team that provides guidance to Rathbones’ investment managers in making