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 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.

Last Updated: January 20, 2026

Alan is a Senior Investment Director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.
Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Last Updated: January 20, 2026

Phil is a Senior Investment Director and formerly the deputy managing director of Rathbones Investment Management International and manages a range of private client, trust and charity portfolios. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

Last Updated: January 20, 2026

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.