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Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.

Speirs & Jeffrey represents a strong cultural and operational fit for Rathbones, with a heritage and philosophy very similar to our own. S&J is market-leading in Scotland and, like Rathbones, their approach places clients at the heart of everything they do. 

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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 2015.

Rathbones has moved to sixth place in this year’s Charity Finance Fund Management Survey, up from ninth place in 2013, as its charity funds under management hit nearly £3bn.

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:

“The first six months of this year have been a busy and exciting period for Rathbones in which we have announced two acquisitions and a successful placing. We are pleased to have removed the uncertainty associated with the long-running legal proceedings, and believe that joining a settlement to do so is in the best commercial interests of the company.

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I hope that you and your families are keeping well during the difficult circumstances caused by the COVID-19 outbreak. Last month I wrote to you explaining the steps Rathbones is taking to deal with the situation and how you can continue to keep in touch with us over the coming weeks. As we all continue under a lockdown scenario, and as markets continue to react, I thought I would take this opportunity to update you.

As I trust you are experiencing, we are continuing to deliver Rathbones’ full range of services throughout the outbreak. Your investment manager or other usual Rathbones contact

Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.