Trusted by generations to deliver

Rathbone Investment Management (Rathbones), one of the UK’s leading providers of high quality discretionary investment management services, is once again opening its doors to six local school leavers and university graduates as part of the Rathbone Apprenticeship Programme. 

Now entering its third year, the programme provides the opportunity to participate in a two year development programme within Rathbones’ Liverpool-based operational support teams.

The scheme itself involves both on-the-job training and work experience while apprentices can also undertake qualifications funded by the

Rathbones has been named ‘Investment Manager of the Year’ at the Charity Times Awards 2016. The judges praised Rathbones’ “impressive growth” and “genuine commitment to ethics and performance.”

This is the third major charity accolade of the year for Rathbones, having won ‘Asset Manager of the Year’ at the Better Society Awards, and ‘Charity Investment Manager of the Year’ at the Citywealth Awards.

Ivo Clifton, Head of Specialist and Charity Business at Rathbones, comments: “We are delighted to have been named ‘Investment Manager of the Year’. Rathbones advises more than 1,000 charities

Philip Howell, Chief Executive of Rathbones Group Plc, said:

“The first six months of 2017 has seen another busy period for Rathbones as we continue to deliver our strategic plans without detracting from our high standards of service to our clients. We remain confident in the medium term potential of our growth initiatives. Short term market conditions are dominated by a backdrop of ongoing geopolitical uncertainty and we will continue to invest with discipline.” 

Highlights:

• Underlying profit before tax* increased 22.7% from £35.3 million to £43.3 million in the first six months of 2017

Rathbones Group Plc  announces a trading update for the three months ended 31 December 2017. Growth in funds under management was robust, reflecting both favourable investment markets and continued growth in the business.

• Total funds under management at 31 December 2017 were £39.1 billion, up 14.3% from £34.2 billion at 31 December 2016. Total net inflows across the group for the year were £2.1 billion (2016: £1.7 billion) which represents 6.0% (2016: 6.0%) of opening funds under management. The FTSE 100 Index increased 7.6% and the MSCI WMA Private Investor Balanced Index increased 7.2%

Rathbones has won for another year the five Stars Online Innovation and Service award in the investments category at the FTAdviser Online Innovation and Services awards.

The awards were held on 29 June 2017 at OXO2 and showcased those providers who, in the opinion of intermediaries, deliver great service and are developing technologies to help advisers do business more effectively.

We won this award by being rated from over 1,100 advisers based on a poll which took place in 2016 and examined the following areas:

- Overall functionality and design (including mobile)

- Ease of transaction

Rathbone Investment Management Ltd today confirms that it has received full Global Investment Performance Standards (GIPS) accreditation, the highest independent indicator of investment performance reporting.  Created and maintained by the Chartered Financial Analyst (CFA) Institute, these standards are aimed at ensuring fair representation and full disclosure of an investment firm’s performance history. 

The GIPS standards seek to promote integrity and instil trust in asset managers. Global standardisation of investment performance reporting gives investors around the world the additional