Filters
Investing with an eye to the future
Last Updated: January 30, 2026
Trustees who are responsible for a charity’s investment portfolio might need to adjust their priorities in the current challenging financial climate, James Ayre, Fund Manager, Charities, and Kate Elliot, Head of Research, Rathbones Greenbank, tell Ian Allsop, contributing editor for Charity Finance.
Agricultural & Business Property Relief in 2026: the new £2.5 million allowance era
Last Updated: February 13, 2026
A practical summary of the April 2026 Agricultural & Business Property Relief reforms (sometimes shortened to ‘Business Relief’) – and the financial-planning actions where accountants, solicitors and Rathbones financial planners can work together to deliver joined-up client outcomes.
Take control of your finances – how to keep more of your money and grow your wealth
Last Updated: February 11, 2026
If you want to improve your financial wellbeing but keep putting it off, you’re not alone. Many people know they should get their finances in order, but life gets in the way. The good news? Taking control of your money doesn’t need to feel overwhelming. With a clear plan and regular check‑ins, you can build financial confidence and make meaningful progress towards your ideal life.
Rathbones Asset Management Assessment of Value Report
Last Updated: January 30, 2026
Young Adults Financial Awareness Course
Last Updated: January 30, 2026
Delivered by Rathbones’ investment managers, this course is crafted to empower 16 to 25 year olds with the knowledge and confidence to manage their money and build a secure financial foundation as you enter adulthood. In this 90 minute session we’ll cover the following topics:
Stuck in the meddle
Last Updated: February 2, 2026
Geopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and re-shoring could mean for global markets and the funds.
Stuart Bailey
Last Updated: February 2, 2026
Stuart Bailey joined Rathbones in 2024 to lead business development across the Central region of the UK. As a Business Development Director, he is responsible for driving strategic initiatives to grow private client distribution, collaborating across the business to identify opportunities, and strengthening professional networks to support long‑term regional growth. He also represents the full breadth of Rathbones’ services, ensuring they align with client objectives.
Monthly Digest: Double, double, toil and trouble
Last Updated: February 9, 2026
The world seems to be rapidly changing in unpredictable ways, but toil and trouble is nothing new. Precious metals in particular have had a turbulent time lately. But we still see them as credible diversifiers, and maintain our belief in individuals and companies to innovate and compound growth over the long term.
Investment Insights summary: February 2026
Last Updated: February 10, 2026
Our monthly look at what’s driving global markets
AI: boom, bubble or the beginning of something bigger?
Last Updated: February 17, 2026
Artificial intelligence is advancing at remarkable speed and prompting intense debate. Some see a technological turning point; others worry the momentum resembles previous periods of market exuberance. Understanding what is driving today’s investment, where the risks lie, and how long-term thinking will be essential for investors.
Mining for returns
Last Updated: February 25, 2026
Mining may seem unglamorous, but it has a crucial role to play in the future of both energy and technology, with potential rewards for long-term investors.
When to leave the AI party
Last Updated: February 12, 2026
We don't yet see an end to the AI boom - but we’ve created a robust system to check for signs of a major, imminent deterioration in AI sentiment.