Filters
Cash flow planning in retirement – how to understand what you can afford and enjoy life with confidence
Last Updated: June 3, 2026
Cash flow planning helps you understand whether your money will support the retirement you want. By projecting income and spending over time, it brings clarity, confidence, and reassurance – showing what you can afford, what risks matter most, and how to enjoy retirement with greater freedom.
MyRathbones - a safe, secure view of your investments online
Last Updated: June 3, 2026
MyRathbones gives Rathbones clients secure desktop and mobile access to investment information, including portfolio performance, dividends and key documents.
Karin Kesseboom
Last Updated: June 3, 2026
Karin joined Greenbank in March 2023. She holds a BSc (Hons) in Zoology from the University of Bristol and an MSc in Science Communication from the University of the West of England. Karin is currently working towards her CISI Investment Operations Certificate.
Monthly Digest: Disbelief
Last Updated: June 3, 2026
We caution against too much caution, as we weigh up the risks posed by the Iran war and the growth of AI.
Rathbones launches Responsible Investment Centre of Excellence
Last Updated: June 4, 2026
Rathbones has launched a Responsible Investment Centre of Excellence, bringing together its stewardship, ESG integration and sustainable research expertise in one coordinated function to support better long-term client outcomes.
Rathbones launches Responsible Investment Centre of Excellence
Last Updated: June 4, 2026
Rathbones has launched a Responsible Investment Centre of Excellence, bringing together its stewardship, ESG integration and sustainable research expertise in one coordinated function to support better long-term client outcomes.
At retirement - for Financial Advisers
Last Updated: June 3, 2026
Help clients retire with confidence: Rathbones equips advisers with tools and strategies for sustainable, personalised retirement income planning.
Ahmed Makama
Last Updated: June 4, 2026
Joining in July 2024, Ahmed provides essential support to the investment management team through a wide range of administrative and client-facing responsibilities. His role involves managing all administrative aspects of clients - from initial account opening to the ongoing maintenance and responsive management of client requests - ensuring an efficient service experience.
Britt Waylett
Last Updated: June 4, 2026
Britt Waylett is an Associate Financial Planner at Rathbones, based in Cheltenham. She joined Rathbones in 2024 as a Paraplanner and progressed into her current role. Britt plays a key role in supporting the delivery of holistic financial planning. She holds a degree in Politics from the University of Liverpool and has achieved the Diploma in Regulated Financial Planning.
The most important company you've never heard of
Last Updated: June 5, 2026
When Will McIntosh-Whyte and David Coombs launched our Rathbone Greenbank Multi-Asset Portfolios five years ago, the mandate was clear: own companies that didn't just do well, but that also improved the world. ASML was there on day one.
AI can do the work – but should it do the thinking?
Last Updated: June 4, 2026
As AI transforms the speed and breadth of market analysis, Rathbone Income Fund Manager Carl Stick asks an uncomfortable question: what happens when investors stop doing the thinking themselves?
Who can be a wealth management client? And 3 reasons why many still aren’t.
Last Updated: June 4, 2026
“I am not wealthy enough”, “it’s not for someone like me”, or “it’s too expensive” are objections we often hear to using a wealth manager, even when finances have become more complex and wealth considerable.
This article explains the barriers that stop high earners and affluent individuals from considering using a wealth manager, and how you might overcome them, so you can decide whether it could be right for you.
It is for UK residents looking to build a sizeable portfolio of pensions, ISAs, investments and cash ahead of retirement, and for those who already have built one but wonder if they could get more out of it.
That said, whether wealth management is right for you will depend on your specific situation.