Rathbones RSS feed http://www.rathbones.com With the new arrival of Georgina Hand, a member of our specialist charity investment team, at our Winchester office we are sponsoring the Wessex Charity Awards 2012 to kick start our involvement with charities in the area. As the only charity awards in the south of England, we hope to support and drive the recognition of excellent charitable work in the area. We look forward to becoming more familiar with a few faces in the area and introducing our charity investment team in the south. http://rathbones.co.uk/node/810 With many charity trustees wanting to keep an ear firmly to the ground in the current economic climate, we often see charities looking to others for opinions and advice. The purpose of Rathbones’ Annual Charity Symposium is two-fold; to provide thought-provoking presentations that stimulate discussion and to bring together all walks of the charity sector for a networking opportunity. Our 2012 Charity Symposium will take place on 12 September at the British Museum, London. http://rathbones.co.uk/node/809 We will be hosting a Charity Trustee Training seminar in Manchester on 3 July in association with Mills & Reeve LLP. We invite charities and their advisers to join us for an educational seminar and networking lunch. http://rathbones.co.uk/node/796 We will be hosting a Charity Trustee Training seminar in Liverpool on 19 June in association with Mills & Reeve LLP. We invite charities and their advisers to join us for an educational seminar and networking lunch. http://rathbones.co.uk/node/783 The Contemporary Craft Festival is taking place in Mill Marsh Park Exeter on 15-17 June open from 10am - 5pm everyday.  It was founded in 2003 and is a non-profit making company and has grown from 4,000 to http://rathbones.co.uk/node/754 Enter the first Rathbones IFA golf tournament and be in with a chance to play in the final at the exclusive Ryder Cup course, The Brabazon, at The Belfry on 14 September. Winners will receive the Rathbones golf cup and we will donate £500 to their chosen charity. Qualifying rounds will take place in Northern and Southern regions, details of which are as below: http://rathbones.co.uk/node/848 We will be sponsoring the Corporate Philanthropy Award at this years Spirit of Merseyside awards held by the Community Foundation for Merseyside, on Thursday 14 June at St George's Hall.  The Spirit of Merseyside awards is the largest community awards event in the region, giving supporters, donors, volunteers and communities of Merseyside the opportunity to reward and honor the vital work that is taking place in the community and Voluntary sector. There will be a total of nine awards on the night, of which Rathbones will be awarding one. http://rathbones.co.uk/node/838 We will be hosting a Charity Trustee Training seminar in Leeds on 12 June in association with Mills & Reeve LLP. We invite charities and their advisers to join us for an educational seminar and networking lunch. http://rathbones.co.uk/node/795 We will be hosting a Charity Trustee Training seminar in Kendal on 29 May in association with Mills & Reeve LLP. We invite charities and their advisers to join us for an educational seminar and networking lunch. Programme http://rathbones.co.uk/node/786 We are sponsoring the Catholic Charity Conference 2012, being held at Church House, Westminster, London. We are looking forward to speaking at the event alongside key figures in the Catholic Charity world. This year is the 22nd annual Catholic Charity conference, which we are proud to be able to support. In association with Stone King, Hays McIntyre, Stanley Hicks and Philip Jukes http://rathbones.co.uk/node/808 We are official headline sponsors of the 2012 ISBA Conference in Glasgow. We hope to show the continuation of our support for independent schools, meet some new faces and learn more about schools’ needs and wants. We look forward to seeing you there. http://rathbones.co.uk/node/807 Global markets entered 2012 troubled by Europe’s sovereign debt debacle, China’s economic slowdown and heightened Middle East tensions, all dominant issues in 2011. http://rathbones.co.uk/node/846 What should asset allocation look like and what should it achieve? Charity Trustee Training will take place in our Winchester Office on Thursday 26 April with with guest speaker Elizabeth Davis of Blake Lapthorn LLP.  The event will start at 10.15am finishing at 1.30pm. http://rathbones.co.uk/node/782 The 2012 Budget proposed a cap on personal tax relief on charitable giving which would apply when relief is more than £50,000 or 25% of personal income, which ever is greater. Given that 8% of donors give almost half of all charitable donations per year, the cap could cause a major cut to charity sector income, while charities are still expected to fill the gaps left by  public service cuts. http://rathbones.co.uk/node/844 We will be sponsoring the Northwest corporate lunch for the Roy Castle Lung Foundation, held at our Liverpool office in the Port of Liverpool Building.  Actor Robert Powell and Singer/TV presenter Jenny Frost will attend alongside the charity founder and President Professor Ray Donnelly MBE, to help raise awareness of the charity's vital work within the community. For more information about the Roy Castle Lung Foundation please visit their website, or contact Liz.legge@roycastle.org http://rathbones.co.uk/node/839 What should asset allocation look like and what should it achieve? Charity Trustee Training will take place in our London Office on Tuesday 17 April, with guest speaker Catherine Rustomji of Hempsons LLP.  Programme 1.30pm – Coffee and registration1.55pm – Welcome and Introductions2.00pm - Hempsons - Revised Regulatory Approach of the Charity Commission http://rathbones.co.uk/node/781 Most companies and organisations are now adept in using the language of ‘sustainability’. Much like a tourist who has enough vocabulary to see him through a short weekend break, companies find it relatively easy to pick up a few choice phrases and begin to speak with their limited sustainability vocabulary. http://rathbones.co.uk/node/840 In 2011 we ran a very successful financial awareness morning for young people. Following excellent feedback from the 2011 participants we are offering two more financial awareness mornings on 11 – 12 April at our new offices at 1 Curzon Street, London. Spaces providing, we will be pleased to offer you a place at one of our events starting at 9am and finishing at 2.00pm (lunch will be included). http://rathbones.co.uk/node/743 Rathbone Investment Management (Rathbones), one of the UK’s leading and longest established providers of discretionary investment management, has today announced the appointment of James Neill to its London office. James will report into Rathbones’ head of investment management in London, Richard Smeeton, and joins as an investment director. http://rathbones.co.uk/node/835 How to generate attractive returns in a very uncertain world. ‘May you live in interesting times’ is often referred to as the Chinese curse. Whilst the actual origins of the phrase are uncertain the meaning is clear to all investors. If something is interesting it tends to be unusual, unusual events create uncertainty and uncertainty gives rise to investor unease which manifests itself in falling prices of risky assets such as equities. http://rathbones.co.uk/node/834 Rathbone Investment Management (Rathbones), one of the UK’s largest and longest established providers of wealth management services, has today announced the appointment of Evangelos Assimakos to its office in Edinburgh. http://rathbones.co.uk/node/829 What should asset allocation look like and what should it achieve? Charity Trustee Training will take place in our Cambridge Office on Tuesday 20 March with a guest speaker from Mills and Reeve LLP.  The event will start at 10.15am finishing at 1.30pm. http://rathbones.co.uk/node/780 What should asset allocation look like and what should it achieve? Charity Trustee Training will take place in our Bristol office Thursday 15 March 2012, guest speaker Joe Scaife of Bishop Fleming. The event will start at 10.15am finishing at 1.30pm. http://rathbones.co.uk/node/785 There are widely touted arguments both for and against the inclusion of gold in portfolios. Positives point to the diversification benefit gold offers as it is perceived as a safe haven in times of market distress and gold has displayed a historically  low correlation to risk assets. http://rathbones.co.uk/node/824 The NCVO conference on 5 March was centered around the theme of ‘moving forward’, providing a number of talks and workshops for charities and voluntary organisations. Particularly well received was Stuart Etherington, chief executive of NCVO, who gave an honest, yet empowering synopsis of the voluntary sector in 2012. In reference to the Civil Society Almanac report, he said: http://rathbones.co.uk/node/806 In 2005, Rathbone Greenbank Investments held the first of two annual Investor Days on the subject of climate change. In 2009, the world watched as the fifteenth Conference of the Parties (COP15) of the UN Framework Convention on Climate Change (UNFCCC) convened in Copenhagen to try to agree a treaty that would replace the Kyoto Protocol, signalling a new era of carbon emissions control. The parties wrestled with the deeply complicated issues, and failed to agree a deal. http://rathbones.co.uk/node/822 On 1 March, Rathbones and Brewin Dolphin played in what proved to be an entertaining and competitive charity rugby match at the Honourable Artillery Club. The final score was 41-26 to Brewin Dolphin. The match raised over £10,500 (and still counting) for three charities - Claire House Children’s Hospice, The Oliver King Foundation and Leukamia & Lymphoma research. http://rathbones.co.uk/node/805 Rarely in modern times has the financial economic outlook been so uncertain. Markets are suffering from uncertainty and this explains the current extreme volatility of asset prices. The world’s problems are well known, but for advisors such as ourselves, and more importantly our clients, how do we meet their investment needs, in spite of the economic chaos in the world? http://rathbones.co.uk/node/804 Rarely in modern times has the financial economic outlook been so uncertain. Markets are suffering from uncertainty and this explains the current extreme volatility of asset prices. The world’s problems are well known, but for advisors such as ourselves, and more importantly our clients, how do we meet their investment needs, in spite of the economic chaos in the world? http://rathbones.co.uk/node/803 Rathbone Brothers Plc (Rathbones), a leading provider of discretionary investment management services and unit trusts has relocated its London offices to 1 Curzon Street in Mayfair.  http://rathbones.co.uk/node/818