Last Updated: November 25, 2025

Rathbones Group Plc (“Rathbones”) today announces that Jennifer Mathias has been appointed Group Finance Director, subject to regulatory approval. Jennifer will join Rathbones on 1 April 2019 and will also be appointed as an Executive Director to the Rathbones board and a member of the Group Executive Committee. This role will sit alongside the roles of the CEO and Managing Director of Rathbone Investment Management, increasing the total number of Executive Directors on the board from two to three.

Last Updated: November 25, 2025

Highlights

Last Updated: November 25, 2025

Rathbone Brothers Plc, the FTSE 250 wealth management company, has increased its commitment to English Lacrosse by becoming the title sponsor of the 2017 FIL Women’s Lacrosse World Cup.
The FIL Rathbones Women’s Lacrosse World Cup will be hosted at Surrey Sports Park the 13 – 22 July 2017. This will be the 10th Women’s World Cup and more than 26 nations are expected to compete for the world title. The nine day event will welcome over 10,000 spectators, 700 elite athletes and 2,000 festival lacrosse participants.

Last Updated: November 25, 2025

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.

Last Updated: November 25, 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:
1. Investing in technology - Great tech-spectations
2. Looking up - Europe: from problem child to investor's favourite?
3. Measuring Abenomics - Are Shinzo Abe's arrows flying true?
4. Brexit uncertainty - Still lots of heat but little light
5. Active vs passive - The unintended consequences of passive investing

Last Updated: November 25, 2025

Rathbone Investment Management is pleased to announce the promotion of Ben Shaw and Laura Dempsey to Financial Planner. Both individuals joined in entry level roles as Client Services Executives.

Last Updated: November 25, 2025

This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2014.
Philip Howell, Chief Executive of Rathbones Group Plc, said:

Last Updated: January 20, 2026

Alan is a Senior Investment Director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.
Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Last Updated: November 25, 2025

Shaun leads our Guernsey business and has more than 43 years’ experience in private banking, wealth management and trust planning for local and international high-net-worth clients.
Shaun Joined Investec Bank (CI) Limited’s Leadership Team in 2001 with responsibility for Private Clients. In 2012, Shaun helped establish Investec Wealth & Investment (CI) Limited and leads the business as Executive Director. Shaun has also been appointed an Executive Director of Rathbones Investment Management International Limited following the recent merger.

Last Updated: November 25, 2025

Covers half year to 30 June 2021
Paul Stockton, chief executive said:
“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020.

Last Updated: November 25, 2025

2016 marks the 70th anniversary of Eleanor Rathbones death. An unsung hero of the twentieth century, Eleanor was a philanthropist, suffragist, social and welfare reformer, and humanitarian activist.

Last Updated: November 25, 2025

Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.