Financial Highlights

Rathbones is pleased to announce that Melanie Wotherspoon has won a bronze award in the Leadership (Financial Organisation) category of the Citywealth Powerwomen Awards 2017.

Melanie was shortlisted for the award last August in recognition of her services to both Rathbones and the wider wealth management industry.

The Citywealth Powerwomen Awards recognise individuals and companies who maximise the potential of women in wealth. Now in their fourth year, the awards champion women in the wealth sector and highlight the female leaders of today and tomorrow.

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

1. UK outlook: Equities remain vulnerable to ongoing political uncertainty
2. Fixed income: The bond markets are waiting for interest rates to rise
3. When bad news is good news: The eurozone has received its first dose of quantitative easing
4. The hunt for yield: Diversifying strategies look attractive in a world of low returns
5. What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress

Read the key issues shaping

Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.

Andrew Pitt, Head of Charities, London at Rathbones said: “This fund marks a significant addition to the investment opportunities we can offer our charities clients

Funds under management up 14.3% to £39.1 billion

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.

Mark Nicholls, Chairman of Rathbones Group Plc, said:

"UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.

"Notwithstanding some caution, which naturally emerges at a time of high investment markets and political

Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.

Rathbones has today strengthened its in-house Financial Planning team with the appointment of Gaius Jones as Head of Financial Planning, Rathbone Investment Management Ltd.