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Multi-asset Supplementary Information Document
Last Updated: May 15, 2025
Strategic Bond, report and accounts, Interim
Last Updated: May 15, 2025
Rathbone Multi-asset product brochure
Last Updated: May 15, 2025
Ethical Bond product brochure
Last Updated: May 15, 2025
Strategic Bond Fund, product brochure
Last Updated: May 15, 2025
Rathbone Greenbank Global Sustainability Fund product brochure
Last Updated: May 15, 2025
Rathbone Greenbank Global Sustainability Fund - Investment Screening brochure
Last Updated: May 15, 2025
Multi-asset Total Return Quarterly Investment Report Q2 2021
Last Updated: May 15, 2025
Multi-asset Strategic Growth Quarterly Investment Report Q2 2021
Last Updated: May 15, 2025
James Ward
Last Updated: March 2, 2026
James an investment director, specialising in the management of portfolios for individuals, family groups and their associated trusts, charities and pension funds. James is also a Trustee of a top 100 UK Charity – Stewardship.
Nicole Stocker
Last Updated: March 2, 2026
Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994. She works in the London Trust department and also assists the Legal Team. She is in charge of all the Company client accounts and prides herself on her attention to detail.
Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.
David Camis
Last Updated: March 2, 2026
David is a business development director at Rathbones having joined in June 2017 after 11 years with HSBC. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the South.