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26 June 2015
Rathbones wins 5-star rating award for online services
Rathbones has been awarded a 5-star rating for its online services at the Financial Adviser Service Awards 2015.
1 October 2015
Rathbones to acquire Vision as part of its continuing growth strategy
Rathbones Group Plc (“Rathbones”) announces that it has agreed to purchase the remaining 80.1% of Vision Independent Financial Planning Ltd (“Vision”) and Castle Investment Solutions Ltd (“Castle”) (the “Vision Group”).
Vision is an independent specialist financial advice network focusing on high net worth private clients. As at 31 August 2015, it had £925 million of assets under advice and 78 advisers operating nationally. Castle operates as a sister company to Vision, providing it with administrative services. Rathbones purchased a 19.9% stake in the Vision Group for £2m in October 2012
7 December 2020
Rathbone Investment Management promotes junior talent through Financial Planning development programme
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.
20 September 2017
The inaugural Rathbones Folio Mentorship scheme
A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.
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