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Citywire Wealth Manager's Top 100, highlights Rathbone's team
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.”

2016 2nd quarter - key themes
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:

Update on combination with Investec Wealth & Investment UK
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.

Rathbones releases Q4 trading update
Last Updated: July 22, 2025
Funds under management and administration ("FUMA") update for the year ended 31 December 2023 and notice of results.
Rathbones announces extended partnership with Lacrosse Scotland ahead of the U19 World Championships
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.
Rathbones takes on English Lacrosse in charity match, raises £5000
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.

Rathbones Group Plc - 2025 Annual General Meeting
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.
Completion of the acquisition of the Personal Injury and Court of Protection business of Barclays Wealth
Last Updated: July 22, 2025
Further to the announcement made on 28 November 2019 Rathbones Group Plc ("Rathbones") announces that its wholly-owned subsidiary, Rathbone Investment Management Limited, has completed the acquisition of the Personal Injury and Court of Protection business of Barclays Wealth. Clients representing approximately £450m of FUM have successfully transferred to Rathbones.
Rathbones to sponsor "A life in television" with Julie Walters, hosted by BAFTA
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.
Funds under management grow 6.3% to £28.9 billion
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.

Rathbone Greenbank’s top-three themes for 2022
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.
Rathbones launches Managed Portfolio Service
Last Updated: July 22, 2025
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, confirms the launch of the Rathbone Managed Portfolio Service to clients of financial advisers, with effect from 3 April, 2017. The service is offered on an execution-only basis whereby Rathbones implements client instructions following advice received from a financial adviser. The investment service consists of six actively managed strategies, designed to preserve and grow wealth over the long term.