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Rathbones Group Plc (“Rathbones”) announces that it has agreed to purchase the remaining 80.1% of Vision Independent Financial Planning Ltd (“Vision”) and Castle Investment Solutions Ltd (“Castle”) (the “Vision Group”). 

Vision is an independent specialist financial advice network focusing on high net worth private clients. As at 31 August 2015, it had £925 million of assets under advice and 78 advisers operating nationally.  Castle operates as a sister company to Vision, providing it with administrative services.  Rathbones purchased a 19.9% stake in the Vision Group for £2m in October 2012

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.

Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.

Paul Stockton, Group Chief Executive of Rathbones, said:

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. Monetary policy - Negative interest rates: bad for banks?
2. Economic data and sentiment - Markets overreacted to concerns about the global economy
3. Inflation-linked bonds - The markets UK inflation expectations are too low
4. Divisifiers - Finding sources of uncorrelated returns
5. Dividends - The income challenge is getting tougher

Read the key issues shaping current investment strategy.

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Rathbones is to host its Charity Symposium on Thursday, 28 April 2016 at the newly refurbished IET London: Savoy Place.  At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Lord Coe, President of the International Association of Athletics Federations (IAAF), as the keynote speaker. Seb is one of the greatest athletes of our time, setting an incredible 12 world records over four distances and achieving four gold medals and three silver in the Olympics and European Championships.

 

The Charity Symposium, aimed at charity trustees and