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Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London.  At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.

This year, the Charity Symposium, aimed at charity trustees and their advisers, takes “new perspectives” as its central theme. Rathbones believes that good investment requires an open mind and the outperforming assets of tomorrow

Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.

Speirs & Jeffrey represents a strong cultural and operational fit for Rathbones, with a heritage and philosophy very similar to our own. S&J is market-leading in Scotland and, like Rathbones, their approach places clients at the heart of everything they do. 

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This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2015.

Rathbones has moved to sixth place in this year’s Charity Finance Fund Management Survey, up from ninth place in 2013, as its charity funds under management hit nearly £3bn.

This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2014.

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

“The first six months of this year have been a busy and exciting period for Rathbones in which we have announced two acquisitions and a successful placing. We are pleased to have removed the uncertainty associated with the long-running legal proceedings, and believe that joining a settlement to do so is in the best commercial interests of the company.

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Watch a video message from Paul Stockton, Chief Executive Officer of Rathbones, and Tony Overy, Chief Executive Officer of Saunderson House