Filters

Be scam aware
Last Updated: August 22, 2022
There were 3,186 reports of investment fraud in 2015/16. In the same year, victims lost an average of £32,000 to these scams. To help combat the problem, Rathbones is supporting a new FCA campaign called Scam Smart. Experienced investors and those over 65 with savings in excess of £10,000 are the typical targets, and it is important that we remain aware of the facts and best practice when managing your money.
2014 Third Quarter - Key Themes
Last Updated: August 22, 2022
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. Equities: Markets are likely to reward high-quality growth businesses 2. Bonds: Evaporating liquidity and tight spreads may cause problems for investors 3. Disruptive technologies: The digital economy is creating investment opportunities 4. Currency wars: China is on the verge of devaluing the reminbi to support growth
Rathbones announces net zero emissions targets
Last Updated: December 9, 2022
Rathbone Greenbank Investments (Greenbank), Rathbones’ specialist ethical, sustainable and impact arm, has today detailed its plan to become a net zero emissions business by 2040. This commitment covers emissions associated with its operations, supply chain and investments.
Rathbones makes senior hire to Rathbone Private Office
Last Updated: December 14, 2021
Rathbones today confirms the appointment of Natalie Merrens as Head of Investment Solutions for Rathbone Private Office. Natalie has over 25 years’ experience in the financial services industry and joins from Kleinwort Benson where she was Head of the Investment Solutions Group. At Rathbones, she will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients. Natalie will report to Andrew Clark, Head of Rathbone Private Office.
Underlying profit before tax up 14.3%
Last Updated: August 22, 2022
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2015.
Rathbones’ net income rises 13% year on year
Last Updated: August 22, 2022
Rathbones Group Plc (“the Company”) announces a trading update for the three months ended 30 September 2015. Philip Howell, Chief Executive of Rathbones Group Plc, said:
Rathbone Group Plc - Trading Notice and Update of Results
Last Updated: January 28, 2023
Letter from Rathbones' Chief Executive Paul Stockton, 28 April
Last Updated: April 29, 2020
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.
2015 3rd quarter - key themes
Last Updated: January 20, 2023
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:
Funds under management and administration reach record £49.2 billion
Last Updated: August 22, 2022
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.”
Rathbones brings financial education to North West schools
Last Updated: July 4, 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:
Rathbones Group Plc announces Q1 2022 results
Last Updated: January 20, 2023
Paul Stockton, Group Chief Executive of Rathbones, said: