Financial highlights

New Rathbones report reveals a gap between retirement confidence and preparedness, particularly around later-life care planning.

Rathbones research reveals that 88% of UK charity leaders are concerned about the financial impact of potential tax rises or benefit cuts. Cyber-attacks and data breaches are seen as the biggest threat over the next two years.

Wealth manager's new base in Dublin gives it scope to serve clients across the European Union

Investors urged to review their finances ahead of the Budget

New Rathbones research suggests charities are increasing allocations to active management in pursuit of stronger long-term returns and better risk management. Interest in private markets and alternative assets is also growing in the sector.

Rathbones has warned that charities risk undermining their long-term resilience if they fail to review how their reserves are held and invested. Speakers at Rathbones' annual Charities Conference said trustees should consider whether excess cash could work harder over the long term, supported by clear governance, appropriate risk parameters and specialist advice.