Filters
Why a wealth tax looks unlikely and what might happen instead
Last Updated: November 26, 2025
A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.
Chris Sandford
Last Updated: October 6, 2025
Chris is a Business Development Director for London and the Southeast. He has been with the combined business for eighteen years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.
Quarterly Investment Update Q4 2025: Another brick in the wall
Last Updated: October 7, 2025
We look at why artificial intelligence is boosting stock markets – and ponder who the eventual winners might be. We also consider current political risks on both sides of the Atlantic.
Rathbones launches new fund to help meet the evolving needs of Charities
Last Updated: February 9, 2026
Rathbones launches the Charity Growth & Income Fund, a multi-asset CAIF helping charities balance income needs and capital growth with responsible investment.
Nicolas Duperrier
Last Updated: October 9, 2025
Nicolas works in the investor relations (IR) function at Rathbones Group Plc. He is a seasoned capital markets professional with over 20 years’ experience. He started his career at Merrill Lynch HSBC as a business development analyst before working at IR consultancies Taylor Rafferty and Shared Value, advising international blue-chip clients on their IR programmes. Nicolas then spent 13 years at global asset manager Columbia Threadneedle Investments in external communications covering EMEA, before joining Hargreaves Lansdown in an interim role ahead of its delisting from the stock market.
No golden opportunity: Why we don’t recommend cryptoassets
Last Updated: December 3, 2025
Returns for cryptoassets have undeniably been spectacular recently, but they’re built on unstable foundations. We think they’ll always be highly volatile assets that no one can rely on to protect and steadily build their wealth.
Weekly Digest: Building in uncertainty
Last Updated: March 18, 2026
When confronted with big unknowns, it’s tempting to imagine the worst. Amid the fog of war, our investment process aims to manage the risks while not missing the boat if things suddenly take a turn for the better.
Weekly Digest: Keep your seatbelts fastened
Last Updated: March 18, 2026
For now the focus remains squarely on the Iran conflict and closure of key shipping lanes, but hopes for a de-escalation have helped reduce the turbulence. Holding to our long-term focus is still the best way to keep our seatbelts fastened.
Investment Update: Iran conflict - our latest thoughts
Last Updated: March 18, 2026
It’s best to stick to long-term strategies, rather than trying to trade on the unpredictable twists and turns of this war.
Scott Dawson
Last Updated: March 19, 2026
Scott is a Chartered Financial Planner and provides, clear, practical financial planning advice to help clients make confident decisions about their future. He holds the Advanced Diploma in Financial Planning, is a Member of the Chartered Institute for Securities & Investment and has a Law Degree from Northumbria University.
Winchester
Last Updated: March 19, 2026
Learn more about the services we offer at the Winchester office, any local news, and find an adviser near you.
Address: Second Floor, Wykeham Court, Victoria Road, Winchester S023 7DU
New clients: 0330 390 9191Existing clients: 01962 857 000
Halma: the compounder that keeps on giving (which is why we had to trim it)
Last Updated: March 18, 2026
Some companies shout about their success. Others just get on with quietly compounding year after year until suddenly they’ve climbed to the top of your portfolio. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains why Halma needs a trim after seven years.