Financial Highlights

Rathbones is delighted to announce that five of our investment managers have been named in this year’s Citywealth “Future Leaders 100” list.

• New report by Rathbones considers implications of EU referendum, and aims to dispel five of the most common myths around potential Brexit.
• Report finds the consequences to either leave or stay in the EU more complex than current rhetoric suggests.
• UK financial markets to become increasingly volatile as a result of economic and policy uncertainty, but emergence of any pervasive trends unlikely.
• If the UK votes to leave, then some industry sectors are more vulnerable than others.

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and

Investment Director at Rathbone Investment Management, Robert Hughes-Penney, has today become the Master of the Guild of Investment Managers.

Robert Hughes-Penney, Deputy Head of Rathbones London, is a founding member of the Guild of Investment Managers, which was established in 2015.

The Guild was created to bring together like-minded individuals from across the City of London’s investment management industry as well as to promote the importance of the sector within London.

It hosts events including debates and ‘meet and greet’ networking opportunities, where individuals can come together

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