Last Updated: November 25, 2025

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
It covers the year ended 31 December 2017.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
“UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.

Last Updated: November 25, 2025

Jane Sydenham talks to Axel from Reuters about the investment outlook for the next six months and beyond.

Last Updated: November 25, 2025

This statement, issued on the day of the Annual General Meeting, is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 January 2014 to 13 May 2014 and includes trading results for the three months ended 31 March 2014.
At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:

Last Updated: November 25, 2025

A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.

Last Updated: January 21, 2026

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: January 21, 2026

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016.

Last Updated: January 20, 2026

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Last Updated: January 21, 2026

Leah is an Investment Manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.

Last Updated: January 30, 2026

Max joined Rathbones in September 2020. Max has a degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School. Max began his career in 2019 working at STANLIB Fund Managers in Jersey, where he worked on the multi-manager team assisting with fund research and fund analysis across all asset classes. Max holds the CISI Investment Advice Diploma and is studying towards the Level 7 Chartered Wealth Manager qualification.

Last Updated: November 25, 2025

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:

Last Updated: November 25, 2025

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.”

Last Updated: November 25, 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: