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Quarterly Investment Update: Decisive inactivity
Last Updated: March 31, 2026
Whether the war in Iran escalates, and when it will ultimately end, is anyone’s guess. But we still believe staying invested is the best course of action.
Financial planning tips for the sandwich generation: how to support family while protecting your future
Last Updated: April 10, 2026
For many people, mid‑life brings a unique kind of financial pressure. Retirement starts to come into view on the horizon, sharpening our focus on longer- term financial goals. At the same time, this is often the life stage where we are still raising children while beginning to support ageing parents.
Lisa Brown
Last Updated: April 10, 2026
Lisa is a Senior Investment Director at Rathbones with over 20 years' experience. She manages Discretionary Investment Portfolios for a wide range of clients including private individuals, families, trusts, charities and pensions. She works closely with her financial planning colleagues to provide tailored solutions to retirement planning, inheritance tax planning and tax efficient investment strategies.
The 2025 Retirement Report from Rathbones and The Lang Cat
Last Updated: April 13, 2026
Retirement is evolving. Discover key insights from Rathbones & The Lang Cat to help advisers deliver smarter, personalised retirement planning.
6 ways women can invest with confidence
Last Updated: April 2, 2026
One of the biggest money myths out there is that women aren’t interested in investing. Women have been their own Chief Financial Officers for generations, historically running household budgets and now increasingly acting as financially independent bread winners. There's no doubt women are interested and capable investors, but there is a gap in confidence.
In my experience, the confidence gap is in large part down to not knowing where to access reliable and jargon-free information. And often, with so much other life admin competing for our time, finding a trusted professional to help navigate investing.
Climate Report – 2025
Last Updated: April 2, 2026
Explore Rathbones’ Climate Report for 2025, featuring our journey to net zero and transition plan, and what we achieved in 2025.
Iran and geopolitical risk update: what does the long view teach us?
Last Updated: April 2, 2026
It’s best to stick to long-term strategies, rather than trying to trade on the unpredictable twists and turns of this war.
Rathbone Ethical Bond Fund
Last Updated: March 6, 2026
Sustainable investment labels help investors find products that have a specific sustainability objective. This product does not have a UK sustainable investment label because it does not have a specific sustainability objective, however this product does apply environmental and social criteria as set out in the investment objective and policy, including the non-financial objective.
Laura MacRae
Last Updated: March 31, 2026
Laura MacRae joined the Greenbank team in 2023 as a Trainee Investment Manager, bringing early career experience from the banking sector, having previously worked at Handelsbanken in Exeter. She has since progressed to the role of Associate Investment Manager.
Laura holds a BSc (Hons) in Economics and Geography from the University of Birmingham, where she graduated in 2021. She has completed the CISI Investment Advice Diploma and is due to start studying towards the CISI Chartered Wealth Manager qualification as part of her ongoing professional development.
David Clapham
Last Updated: July 22, 2025
David graduated from the University of the West of England in 1998 and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
David started his career in Investment Management for Greig Middleton before joining Rathbones in 2001. He manages investments for charities, pension funds, trusts and private clients.
Regulatory news
Last Updated: January 13, 2026
Access the latest announcements about Rathbones Group Plc from the London Stock Exchange's RNS.
Corporate governance
Last Updated: January 13, 2026
We are committed to maintaining a high level of corporate governance and our report and accounts provides detailed information on our compliance with the UK Corporate Governance Code.