Last Updated: September 30, 2025

Increasingly, the regulatory environment is requiring advisers to focus on the appropriate outcomes for their clients when selecting their investments and being able to monitor and compare those selections over time as client needs change.

Last Updated: September 30, 2025

The Rathbone Income Fund resides in the Investment Association (IA)’s UK All Companies sector having moved last year from the UK Equity Income sector.

Last Updated: September 30, 2025

Emerging markets recovered sharply last week after a hefty rate hike by the Turkish central bank and a more modest – but still applauded – one by the Russian monetary authority

Last Updated: September 30, 2025

James Thomson, manager of the Rathbone Global Opportunities fund discusses the drivers of top quartile performance in 2018* including the zero exposure to emerging markets, declining UK and overweight US, tech and defensive growth.

Last Updated: September 30, 2025

Carl reviews performance of the Rathbone Income Fund in 2018. He discusses the strategy and positioning of the fund looking ahead and consider where opportunities for long term performance may be found in the current landscape.

Last Updated: September 30, 2025

With all the noise in the US markets dominated by the big 5 FAANG stocks; what is happening in the rest of the market and how is the rest of the US economy performing?

Last Updated: September 30, 2025

Rathbones Head of Fixed Income and Fund Manager of the Rathbone Ethical Bond Fund provides a Fixed Income market update and discusses how recent events are influencing decision making for his investment strategies

Last Updated: June 5, 2026

We caution against too much caution, as we weigh up the risks posed by the Iran war and the growth of AI.

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Last Updated: June 5, 2026

As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR.

Last Updated: June 5, 2026

As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond.

Last Updated: June 5, 2026

As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.

Last Updated: June 5, 2026

I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction.