Last Updated: March 23, 2026

In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.

Last Updated: March 24, 2026

Partner with Rathbones to guide clients through life’s big changes — structuring wealth and delivering clarity for confident financial decisions.

• Professional Partners

Last Updated: January 20, 2026

Marc is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Marc is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) with merit. In addition, he holds the Investment Advice Certificate (IAC) and Investment Management Certificate (IMC).

Last Updated: January 20, 2026

Rob is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Rob is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) and also holding the Investment Management Certificate (IMC). Rob began his career at HSBC Asset Management in Jersey prior to taking up a secondment with HSBC Private Bank in Dubai.

Last Updated: January 28, 2026

With Greenland on President Trump’s bucket list of places to acquire, he’s threatened tariffs for any country opposing a “total” purchase. Stock markets are showing some nervousness, but we’re hopeful that the “Donroe Doctrine” will be another example of escalation followed by de-escalation.

• Weekly Digest
• Economics
• Financial Adviser Insights

Last Updated: February 2, 2026

The year is progressing as we thought it would, with lots of policy threats from the usual source, but limited disruption to markets. In such an informational storm, knowing when to react and when to ignore the commotion will be crucial.

• Weekly Digest
• Economics
• Financial Adviser Insights

Last Updated: March 10, 2026

How AI-native startups are challenging software incumbents

• Investment Insights
• Technology
• Investments
• Markets
• Investment Insights March 2026

Last Updated: March 9, 2026

We use our influence as an investment firm to try to improve corporate behaviour. This is done through dialogue with companies in which our clients are shareholders.

Last Updated: March 9, 2026

Offering international investment services and expert fund solutions to help clients grow and protect wealth across borders.

• Our Services
• Strategies Funds

Last Updated: March 13, 2026

Our investment approach combines personal relationships, tailored portfolios, and flexible strategies to help you meet your long-term financial goals.

• Investment Approach

Last Updated: March 16, 2026

Read Rathbones’ key company policies covering governance, privacy, tax strategy, responsible investment, whistleblowing and more.

Last Updated: November 25, 2025

Rathbones has been named ‘Investment Manager of the Year’ at the Charity Times Awards 2016. The judges praised Rathbones’ “impressive growth” and “genuine commitment to ethics and performance.”


This is the third major charity accolade of the year for Rathbones, having won ‘Asset Manager of the Year’ at the Better Society Awards, and ‘Charity Investment Manager of the Year’ at the Citywealth Awards.