“The first half of 2025 marked a pivotal phase for Rathbones, as we successfully completed the planned client and asset migration of Investec Wealth & Investment (IW&I). This milestone increased run-rate synergies to £47.2 million as at 30 June 2025 and set the stage for the remaining synergies to be delivered in the second half of the year as we continue to realise further benefits of operating as a single, larger business."

Rathbones launches ‘true active’ model portfolio service range

• First fruits of newly integrated wealth managers: new Rathbones’ MPS is the first enhanced investment offer delivering benefits of the company’s successfulcombination with Investec Wealth & Investment.
• Truly active: the suite of seven MPS portfolios uses three in-house funds which will be launched exclusively for these investment solutions.
• Actively managed portfolios at a competitive price: 0% discretionary fund manager fee and ongoing charges capped at 0.5%.
• The underlying funds are managed by renowned fund manager David Coombs from