Last Updated: January 5, 2026

Connor joined Rathbones in 2024 and is a Financial Planner, supporting private clients with personalised financial planning to help them achieve their long-term goals. He has been working in financial planning since 2019, developing his skills and knowledge through roles focused on investment planning, retirement strategy, and estate planning. Before joining Rathbones, he worked at a regional Wealth firm in Henley-On-Thames where he managed a wide range of client relationships.

Last Updated: August 1, 2025

Stay informed with our quick take on US tariff developments, ahead of next week’s longer investment update video.

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Last Updated: July 22, 2025

Rathbones is pleased to announce that four of its team members have been listed in the Citywire Wealth Manager Top 100. The awards highlight those individuals “who are the locomotives behind the UK’s thriving private client investment management industry.”

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:

Last Updated: July 22, 2025

Rathbones Group Plc has obtained all relevant regulatory approvals for its all-share combination with Investec Wealth & Investment UK, which is expected to complete on 21 September. The combination will create the UK’s leading discretionary wealth manager. Read the announcement here.

Last Updated: July 22, 2025

Funds under management and administration ("FUMA") update for the year ended 31 December 2023 and notice of results.

Last Updated: July 22, 2025

Rathbone Brothers Plc (Rathbones), the FTSE 250 wealth management company, announces its extended partnership with Lacrosse Scotland until 2017. The partnership comes during an exciting time for the sport with confirmation that U19 World Championships 2015 will be held in Edinburgh.

Last Updated: July 22, 2025

To celebrate the extended partnership of Rathbones Group Plc (Rathbones) with English Lacrosse until 2017, a charity match was held between Rathbones’ employees and the English Lacrosse players on 7 February in Hyde Park.

Last Updated: August 26, 2025

The AGM is currently scheduled to be held at our London head office at 30 Gresham Street, London, EC2V 7QN, on Thursday 8 May 2024 at 9:00am.

Last Updated: July 22, 2025

The British Academy of Film and Television Arts (BAFTA) has announced that Julie Walters CBE, the multi-BAFTA-winning actress, will discuss her career and craft at a special ‘BAFTA A Life in Television’ event at BAFTA headquarters, 195 Piccadilly in London, on Wednesday 3 December. The event is supported by Rathbone Investment Management.
‘BAFTA A Life in Television’ is a new strand of live onstage events that will celebrate leading figures from the world of television, shining a light on their talent and their contribution to British television and culture.

Last Updated: July 22, 2025

This Interim Management Statement covers the period from 1 January 2015 to 13 May 2015 and includes trading results for the three months ended 31 March 2015.
At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:
“With a backdrop of reasonably favourable investment markets our total funds under management reached £28.9 billion at the end of the first quarter, up 6.3% from 31 December 2014.

Last Updated: July 22, 2025

Kate Elliot, head of ethical, sustainable and impact research, Rathbone Greenbank Investments (“Greenbank”) looks ahead to 2022 and highlight their key areas of focus.