Last Updated: November 25, 2025

Preliminary results for the twelve months ended 31 December 2020

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

Joel is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute.

Last Updated: January 20, 2026

Tim is a Senior Investment Director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations.

Last Updated: January 20, 2026

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Last Updated: January 30, 2026

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS.
Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.