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7 December 2022

Changes to names of some Rathbones Group business units

Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.

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18 October 2022

Rathbones announces a trading update for the three months ended 30 September 2022

Third quarter trading update

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20 February 2014

Rathbones Grows Profit Before Tax By 15%

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.

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10 April 2015

2015 2nd Quarter - Key Themes

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:

  1. The equity-bond conundrum: Has QE distorted financial markets?
  2. Increasing dispersion: Equity market returns are diverging by sector, region and style.
  3. Trouble in the eurozone: The ECB's latest move could be too little too late.
  4. Reforming Japan: Corporate governance standards are improving.
  5. UK commercial property: Investors might want to locate he exit points.

Read the key issues shaping current investment strategy.

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9 September 2019

Rathbones Winchester reaches £2bn in funds under management

Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.

The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.  

The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south.  Investment manager, Jonny Holmes, is the latest addition to the 30

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12 October 2016

Fourth quarter - key investment themes

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. A phoney war - Waiting for Brexit 
  2. A president in waiting - How markets might react to the US election result
  3. Currency outlook - In the long term, sterling looks undervalued
  4. A developing story - Seeking opportunities in emerging market debt
  5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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Media contacts

Our spokespeople can offer comment and insight on topics including investments, financial planning, asset management, sustainable investing and more.

Please contact us if you would like to speak to one of our spokespeople, or with any other queries: press@rathbones.com

Tessa Curtis

Tessa Curtis

Director of Communications & Corporate Affairs
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Madhu Kalia

Madhu Kalia

Associate Director (leads on RAM)
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Frances McNab

Frances McNab

Press Office Senior Executive
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