Financial highlights

Explore our financial highlights for a summary of the performance of our business.

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2 July 2025

Rathbones Asset Management strengthens board with new iNED

Rathbones Asset Management appoints Julian Ide as iNED, strengthening leadership as its sustainable multi-asset range earns SDR labels across all funds.

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19 June 2025

Richer ageing population fuels rising demand for tailored investment support

A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.

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6 June 2025

Rise in personal wealth actively managed by financial advisers gathers pace

Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.

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4 June 2025

Active is outperforming passive on fixed income but being outsold

Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.

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8 May 2025

Rathbones Group Plc First Quarter Trading Update

A trading update for the three months ended 31 March 2025 from Rathbones Group Plc.

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7 May 2025

Retirement planning drives demand for bespoke investment services

Financial advisors expect demand to rise for bespoke portfolios

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