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Monthly Digest: $5 trillion and counting
Last Updated: November 11, 2025
Nvidia briefly passed the $5tn mark, as US markets continued their ascent, powered by AI optimism – and despite signs of investor nervousness
Investment Insights webinar - Q4 2025
Last Updated: January 30, 2026
Listen in as Edward Smith, Co-Chief Investment Officer, and Rebecca Williams, Divisional Lead Financial Planning, explore the key themes shaping the investment landscape in the final quarter of 2025.
Enterprise investment scheme - quarterly commentary
Last Updated: January 13, 2026
STPS brochure
Last Updated: January 13, 2026
Autumn Budget 2025: A financial planning perspective
Last Updated: December 1, 2025
Rebecca Williams, Financial Planning Divisional Lead at Rathbones, shares her expert take on what might be announced in the upcoming Autumn Budget. From inheritance tax to pensions, she explores the key areas under speculation and what they could mean for your financial future.
Navigating the Autumn Budget: Answering the top questions from our pre-Budget webinar
Last Updated: December 1, 2025
We discuss key questions about potential changes that clients could face in the upcoming Budget.
Weekly Digest: Fault Lines
Last Updated: January 7, 2026
Equity markets retreated from their highs last week, but it was more a case of some AI-related speculative froth being blown off than a sign of a bigger correction to come.
From central Europe with Love
Last Updated: November 14, 2025
Forget Germany, the real European rocket ships are tucked away in the periphery. Head of emerging market equities Tim Love explains why developing nations in south and central Europe have outpaced their advanced neighbours.
Sam Hill
Last Updated: November 14, 2025
Sam joins our Guildford Team from RBC Brewin Dolphin, where he spent 11 years in Private Client Wealth Management. A Chartered Fellow of the Securities Institute, he specialises in managing bespoke investment portfolios for individuals and trusts, with particular interest in areas such as ethical investing, investing during wealth decumulation and investing holistically across a family’s asset base and objectives.
Rathbones Asset Management Fund Managers eye Budget as UK Mid-Cap game-changer
Last Updated: February 9, 2026
Rathbones launches the Charity Growth & Income Fund, a multi-asset CAIF helping charities balance income needs and capital growth with responsible investment.
Why a wealth tax looks unlikely and what might happen instead
Last Updated: January 13, 2026
A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.
Multi-Asset Masterclass | October 2025
Last Updated: October 10, 2025
Challenged by AI innovation, rising debt, and market concentration, multi-asset funds are evolving. Will McIntosh-Whyte and a panel of specialists, discuss how they build diverse portfolios, dynamically allocate assets, and manage currency risks for UK clients.