Last Updated: July 22, 2025

This statement is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 July 2014 to 15 October 2014 and includes trading results for the three months ended 30 September 2014.
Chief Executive, Philip Howell, commented:

Last Updated: July 22, 2025

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

The Board of Rathbones announces that further to the announcement made on 21 August 2017, exclusive merger discussions with Smith & Williamson have been terminated.

Last Updated: July 22, 2025

Fourth quarter trading update

Last Updated: July 22, 2025

Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 30 September 2018.
Philip Howell, Chief Executive of Rathbones Group Plc, said:

Last Updated: July 22, 2025

Following regulatory and shareholder approval, Investec W&I UK has today become part of the Rathbones Group.

Last Updated: July 22, 2025

A Hampshire Scout has successfully completed the world’s first Scout expedition to Antarctica. The polar expedition, sponsored by Rathbones Winchester, saw Joe Doherty, (25) become the first to ski to the South Pole and to complete the return leg of his journey by wind-powered kite ski.
After man-hauling food and kit, enduring average temperatures of -27 degrees Celsius and regularly climbing to an altitude of 2900 metres, Joe reached the South Pole after a gruelling 45 days. He successfully completed the expedition in just 61 days.

Last Updated: July 22, 2025

After achieving a successful period of considerable growth, the board of Rathbones Group Plc (“Rathbones”) announces that Philip Howell will retire as Chief Executive Officer and from the board by the 2019 Annual General Meeting on 9th May 2019. The Board has appointed Paul Stockton as his successor, subject to regulatory approval. Paul has been Group Finance Director of Rathbones for nearly a decade and was appointed Managing Director of Rathbone Investment Management in May of this year.

Last Updated: July 22, 2025

Rathbones has won Investment Week’s Gold Standard Award 2015 for Discretionary Portfolio Management for the second year in a row.

The accolade, which was also given to Rathbones in 2012, was awarded based on five criteria: financial strength, overall expertise, client service, offering clients fair value and being a trustworthy adviser in which clients can have confidence.

Last Updated: July 22, 2025

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has today released a report considering the investment implications of disruptive technologies. The report, titled How soon is now?

Last Updated: July 22, 2025

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include: