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Active is outperforming passive on fixed income but being outsold
Last Updated: March 3, 2026
Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Rathbones Group plc announces results for the six months ended 30 June 2025
Last Updated: March 3, 2026
“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."
Rathbones launches ‘true active’ model portfolio service range
Last Updated: March 3, 2026
First fruits of newly integrated wealth managers: new Rathbones’ MPS is the first enhanced investment offer delivering benefits of the company’s successfulcombination with Investec Wealth & Investment.
Truly active: the suite of seven MPS portfolios uses three in-house funds which will be launched exclusively for these investment solutions.
Actively managed portfolios at a competitive price: 0% discretionary fund manager fee and ongoing charges capped at 0.5%.
Why Golden age of UK property investment is over
Last Updated: March 3, 2026
Rathbones research shows UK property returns now lag inflation, while global equities have delivered significantly stronger returns since 2016.
Rathbones sets course for next stage of growth
Last Updated: March 3, 2026
Preliminary results for the 12 months ended 31 December 2025
Wealthy parents choose charities amid inheritance worries
Last Updated: March 3, 2026
Wealthy parents are increasingly donating more to charity amid a rising inheritance tax (IHT) burden and concerns about the impact of leaving too much money to their children, a new study * from Rathbones Group, one of the leading UK wealth management firms, shows.
Inheritance tax set to surpass 2006/07 peak
Last Updated: March 3, 2026
Households paying inheritance tax are set to surpass the previous record within a couple of years, Rathbones, one of the UK’s leading wealth management firms, said today as HMRC published its latest official statistics covering the 2022/23 tax year.
One-year state pension delay could cost early 50s workers almost £18k
Last Updated: March 3, 2026
Workers aged 51–53 could be the first affected if the state pension age rise to 68 is brought forward by a year, potentially reducing their pension payments by up to £17,774, according to new calculations by Rathbones, one of the UK’s leading wealth managers.
Rathbones Asset Management strengthens board with new iNED
Last Updated: March 3, 2026
Rathbones Asset Management appoints Julian Ide as iNED, strengthening leadership as its sustainable multi-asset range earns SDR labels across all funds.
Weekly Digest: Japan’s election, global reverberations
Last Updated: February 10, 2026
A landslide snap-election victory for Japan’s ruling party could be a catalyst for rises in the yen and Japanese bond yields. That could have negative reverberations across the globe. All the same, we remain positive on the outlook for the global economy and markets.
Digital love: the AI next door
Last Updated: February 25, 2026
Everyone’s falling for AI at the moment, and it’s tough to know who’s building a long-term relationship with the technology and who’s just stringing investors along. Rathbone Greenbank Global Sustainability Fund Manager David Harrison went to the US to track how the buzz is moving to the bottom line: it’s not hype if it shows up in the P&L.
One fifth of Northern SMEs forced to cut staff as tax burden weighs
Last Updated: February 11, 2026
Rising tax and cost pressures forced one in five (20%) SME bosses in the North to lay off staff last year