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:

• Investments
• Economy
• Global Economy

Last Updated: July 22, 2025

The Education Business Awards, which was sponsored by Rathbones, took place at The Grange Hotel in London on 10 July. The awards recognised schools from all sectors for their excellence, innovation and outstanding achievements in the UK education sector. 20 awards were presented by Sharron Davies MBE. Rathbones awarded the ‘Personal Finance Education Award’ to St Mary’s School, East Sussex at The Education Business Awards, and also presented King’s College School, London with the ‘Outstanding Progress – Independent School Award.’

Last Updated: July 22, 2025

This year’s Citywealth Magic Circle awards took place on Wednesday 10 May and our private client team won the Private Client Asset Manager of the Year (Institutional) award for the second year running. Our team was recognised for its commitment to excellence in client service, leadership and contribution to the profession. Rathbones enjoyed further success on the evening as the charity team were runners up in the Charity Investment Manager of the Year category. This is a category the team has won five times in the last seven years.

• Charities

Last Updated: July 22, 2025

The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 4 May 2023 at 10:00am. 

Last Updated: July 22, 2025

Preliminary results for the twelve months ended 31 December 2021

Last Updated: July 22, 2025

Rathbones has been awarded a 5-star rating for its online services at the Financial Adviser Service Awards 2015.

Last Updated: July 22, 2025

Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.

Last Updated: July 22, 2025

Camilla Ayling and Emma Saunders, analysts in Rathbones’ research team, have been honoured with spots in Citywire’s Top 30 Under 30 list. 

Last Updated: July 22, 2025

  An enormous painting of an urban scene strewn with bin bags and graffiti, and overgrown with twisted plants and weeds, is the winner of the John Moores Painting Prize Visitors’ Choice 2014, sponsored by Rathbones. Since the exhibition opened in July, visitors have been voting in their thousands for their favourite work. With such a varied selection people were spoilt for choice between eerie photorealist works, stunning portraiture, landscape and figurative work or intriguing abstract paintings.