Last Updated: June 1, 2026

Last Updated: June 1, 2026

• Responsible Business

Last Updated: June 1, 2026

Planning for retirement can feel uncertain. With pensions, investments, and life decisions to juggle, it’s not always clear if you’re on the right path. Retirement advice can bring clarity, supporting informed choices, helping you stay on course, and giving you greater confidence and control over your future.

• Financial Planning
• Retirement
• Retirement Planning
• Preparing For Retirement

Last Updated: June 1, 2026

Appointed: 21/09/2023
Experience, skills and contributions
Henrietta Baldock was appointed as a Non-executive Director on 21 September 2023 under the terms of the Relationship Agreement following completion of IW&I (UK) combination.

Last Updated: June 1, 2026

Modern Slavery Statement for the financial year 2023

Last Updated: June 1, 2026

Appointed: 02/07/2018
Experience, skills and contributions
Terri is Chair of the Group Risk Committee. She has over 30 years of experience in the financial market and brings the following skills to the Board: banking, investment management, risk management and regulatory experience.

Last Updated: June 1, 2026

Watch our on demand webinar exploring how human rights considerations can be applied in a practical and structured way for faith-based investors. Through expert insight and real-world examples, we explored how to identify and prioritise risks, assess company practices, and engage effectively where concerns arise.
This webinar features internationally renowned business and human rights expert, Anna Triponel, CEO and Founder at Human Level. You will also hear from a panel of Rathbones experts including Matt Crossman, Stewardship Director at Rathbones and Agnes McAfee, Senior ESI researcher at Rathbones. The session is chaired by Olivia Marlow, Senior Investment Director for Charities.

Last Updated: June 1, 2026

Read our commitment to preventing modern slavery and human trafficking in our operations and supply chains. Learn about our policies and actions.

Last Updated: June 2, 2026

We can help you get more out of your money, so you can get more out of life. Whether you work with a Rathbones adviser or choose one of our award-winning funds - you can be confident we have your success in hand and your best interest at heart. Invest well. Live well.

Last Updated: June 1, 2026

Targeting tomorrow’s anchors of growth

Last Updated: June 1, 2026

Michelle leads Rathbones Private Office, working with high-net-worth and ultra-high-net-worth clients whose wealth needs senior, coordinated support.
She helps clients bring together investment management, financial planning, wealth structuring and specialist expertise, with particular experience supporting US-connected clients, and families with international or more complex financial circumstances.

Last Updated: June 1, 2026

Here we've collated our thought leadership, news and views affecting charities.

• Insights For Charity
• Charity
• Charities