Last Updated: November 25, 2025

A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.

Last Updated: January 19, 2026

Alex has over ten years’ experience in the investment management industry and joined Rathbones in 2024. He has experience in managing multi-asset discretionary portfolios for both private clients and trusts. He is a Chartered Wealth Manager having completed the CISI’s level 7 Chartered Wealth Manager Qualification and he is a Chartered Fellow of the CISI. Alex was included in Citywire’s 30 under 30 in Wealth management for 2022, which recognises future talent within the Investment Management industry.

Last Updated: January 30, 2026

Tiffany is an experienced Senior Investment Director at Rathbones Investment Management International, based in Guernsey, where she has managed multi-asset discretionary portfolios for private clients, offshore trusts, and corporates for over a decade. With a strong track record of delivering tailored investment solutions, Tiffany brings a wealth of expertise and a client-centric approach to her role. Tiffany joined Rathbones having been a part of the Investec Wealth and Investment (CI) since 2021.

Last Updated: November 25, 2025

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

Last Updated: November 25, 2025

Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”

Last Updated: November 25, 2025

Rathbones has extended its financial education programme to schools in the North West.
Rathbones’ Kendal Regional Director Richard Dawson and Assistant Investment Manager Stephen Quick have recently presented at St Bees School, Giggleswick School, Kirkham Grammar School, Lancaster Royal Grammar School, Sedbergh School and Manchester Grammar School.
The office will be hosting a financial awareness event for 16-22 year olds in the region during the 2015 Easter holidays at Levens Hall in Kendal.
Commenting, Rathbones’ Richard Dawson said:

Last Updated: November 25, 2025

Paul Stockton, Group Chief Executive of Rathbones, said:

Last Updated: November 25, 2025

The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 9 May 2024 at 11:00am.

Last Updated: November 25, 2025

You may remember that last year we announced our intention to combine the Rathbones Group with Investec Wealth & Investment (UK). This transaction completed on 21 September 2023 and we have begun the process of integration.

Last Updated: November 25, 2025

Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result

Last Updated: November 25, 2025

A team of engineering students from the University of Liverpool have announced their intention to break the world land speed record for a human-powered vehicle later this year.

Last Updated: November 25, 2025

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2013.