Last Updated: August 26, 2025

Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.

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Last Updated: August 26, 2025

Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.

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Last Updated: July 25, 2025

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Last Updated: September 1, 2025

Rathbones launches ‘true active’ model portfolio service range  

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Last Updated: July 29, 2025

Camilla was appointed Chief Executive Officer, Wealth, Rathbones Group in June 2025, bringing over 30 years of experience in Wealth Management and Private Banking. She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra-high net worth segments, both onshore and offshore.

Last Updated: September 26, 2025

“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."

Last Updated: August 6, 2025

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

Last Updated: July 22, 2025

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

Last Updated: July 22, 2025

I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec's graduate programme. I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.

Last Updated: July 22, 2025

I have spent my career in the Northwest looking after and managing the investments for wealthy individuals, charities, trusts and corporates. Over the last 25 years I have built relationships with professional intermediaries as well as key client advisers which allows me to work in partnership the most efficient and effective solutions. From the Manchester office, I manage the overall portfolio as well as providing the support, administration which is all underpinned by the highest standard of service.

Last Updated: July 22, 2025

Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel. At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.

Last Updated: July 22, 2025

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.