Trusted by generations to deliver

Rathbone Investment Management is pleased to announce it has been shortlisted for the Charity Investment Manager of the Year award at the Citywealth Magic Circle Awards 2014. The awards will be held on the 8 May at the Grange Hotel.

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

Read the key issues shaping current investment strategy. 

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:

“Our first quarter was positive with total funds under management at the end of the quarter reaching £22.8 billion, up 3.6% from 31 December 2013. The recent acquisitions of Jupiter Asset Management

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:

“People are burdened with financial pressures at an

Responsibility is at the core of our values as we invest for everyone’s tomorrow. That means doing the right thing for our clients, employees and other stakeholders too. Now more than ever we recognise the need to provide support in the fight against COVID-19. We are pleased to demonstrate our support for the C-19 Business Pledge alongside many other businesses, committing to working together to support our people, our clients and communities.

Our people

Rathbones has over 1,500 employees across the UK and Jersey, most of whom are now successfully working remotely. We have identified some

Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 30 September 2018.

Philip Howell, Chief Executive of Rathbones Group Plc, said:

“Our continuing growth and the acquisition of Speirs & Jeffrey on 31 August 2018 helped our total funds under management increase to £47.3 billion at 30 September 2018.  This increase in scale places us in a strong position to continue to improve our service to clients and, mindful of recent volatility in investment markets, to maintain our disciplined investment in the business.”