Trusted by generations to deliver

This Interim Management Statement covers the period from 1 January 2015 to 13 May 2015 and includes trading results for the three months ended 31 March 2015.

At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:

“With a backdrop of reasonably favourable investment markets our total funds under management reached £28.9 billion at the end of the first quarter, up 6.3% from 31 December 2014.

“We continue to make good progress on the strategic initiatives we outlined last year, and remain positive in our outlook as we continue to invest and consider future

Following a strong third quarter of growth, our total funds under management and administration reached £60.9 billion at 30 September 2021. Positive net organic inflows in Investment Management and record net inflows into Rathbone Funds reflect our continuing momentum and delivery against the strategic priorities we have set out for growth.

Rathbone Investment Management confirms it has won the title of Charity Investment Manager of the Year for the second year running at the ninth Citywealth Magic Circle Awards 2014.

The awards, held on 8 May at the Grange Hotel, is an established presence in the wealth calendar, attracting top level professionals from the leading firms in the private wealth sector.

Rathbones has a history grounded in charitable activity, managing over £2.6 billion of funds for over 960 charities (as at 31 December 2013). The company works with not for profit organisations across various sectors, ranging in

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.

In February this year, Rathbones announced an extension to their partnership

Rathbones announces today the appointment of Clive Bannister as Chairman Designate and Non-Executive Director of the Company. 

Covers half year to 30 June 2021

Paul Stockton, chief executive said: 

“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020. 

Following a strong set of year to date financial results we enter the second half of 2021 in a robust position. The acquisition of Saunderson House, announced on 23 June 2021, accelerates our