Last Updated: July 22, 2025

Jane Sydenham talks to Axel from Reuters about the investment outlook for the next six months and beyond.

Last Updated: July 22, 2025

This statement, issued on the day of the Annual General Meeting, is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 January 2014 to 13 May 2014 and includes trading results for the three months ended 31 March 2014.
At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:

Last Updated: July 22, 2025

A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.

Last Updated: July 22, 2025

I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Last Updated: July 22, 2025

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I am the Head of our Edinburgh Office.

Last Updated: March 2, 2026

Richard has responsibility for investment management special projects including recruitment. He also manages a large number of client portfolios. He joined the Group Executive Committee in July 2015.

Last Updated: July 22, 2025

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

Last Updated: March 2, 2026

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth.

Last Updated: July 22, 2025

I provide high quality financial planning and investment advice to private clients.

Last Updated: January 26, 2026

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.
Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Last Updated: March 2, 2026

Susan joined Rathbones in 2014 and works as an investment manager's assistant to Tim Johnson. She has many years’ experience in the financial services industry, in particular within client services. Susan has an in depth knowledge of the team’s clients and provides a high level of administration support to them and the team.

Last Updated: September 30, 2025

I work as part of the dedicated Wealth Planning Team within the Liverpool office, specialising in providing cradle to grave financial advice for high net worth clients. Service is extremely important to me and I pride myself on going the extra mile for all my clients. One of my core qualities is helping clients who have little or no experience with financial affairs or vulnerable clients who perhaps need some additional support.