Last Updated: July 22, 2025

Rathbones Group Plc (“Rathbones”) today announces that Jennifer Mathias has been appointed Group Finance Director, subject to regulatory approval. Jennifer will join Rathbones on 1 April 2019 and will also be appointed as an Executive Director to the Rathbones board and a member of the Group Executive Committee. This role will sit alongside the roles of the CEO and Managing Director of Rathbone Investment Management, increasing the total number of Executive Directors on the board from two to three.

Last Updated: July 22, 2025

Highlights

Last Updated: July 22, 2025

Rathbone Brothers Plc, the FTSE 250 wealth management company, has increased its commitment to English Lacrosse by becoming the title sponsor of the 2017 FIL Women’s Lacrosse World Cup.
The FIL Rathbones Women’s Lacrosse World Cup will be hosted at Surrey Sports Park the 13 – 22 July 2017. This will be the 10th Women’s World Cup and more than 26 nations are expected to compete for the world title. The nine day event will welcome over 10,000 spectators, 700 elite athletes and 2,000 festival lacrosse participants.

Last Updated: July 22, 2025

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

Last Updated: July 22, 2025

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. Investing in technology - Great tech-spectations
2. Looking up - Europe: from problem child to investor's favourite?
3. Measuring Abenomics - Are Shinzo Abe's arrows flying true?
4. Brexit uncertainty - Still lots of heat but little light
5. Active vs passive - The unintended consequences of passive investing

Last Updated: July 22, 2025

Rathbone Investment Management is pleased to announce the promotion of Ben Shaw and Laura Dempsey to Financial Planner. Both individuals joined in entry level roles as Client Services Executives.

Last Updated: July 22, 2025

This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2014.
Philip Howell, Chief Executive of Rathbones Group Plc, said:

Last Updated: July 22, 2025

Rathbones announces today the appointment of Clive Bannister as Chairman Designate and Non-Executive Director of the Company.

Last Updated: January 20, 2026

Joel is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute.

Last Updated: July 22, 2025

I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm's charity clients.

Last Updated: July 22, 2025

With more than twenty years' experience in the wealth management industry, I started my career as a research analyst and then spent ten years as an Investment Director at Rathbones in Liverpool, and a further five years as a Divisional Director and Head of Office with Brewin Dolphin before joining Investec in 2015.

Last Updated: August 6, 2025

I manage assets on both an Advisory and Discretionary basis, specialising in Private Individuals, Trusts, Pensions and Charities.I have a degree in Human Geography and Economics from Loughborough University and am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).