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Last Updated: November 25, 2025
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Jonathan Giles
Last Updated: March 2, 2026
Jonathan is managing director of Rathbones Investment Management International. He manages a range of international private client, trust, and charity portfolios and is included on both the Citywealth Honours and Global Guardians Lists, which recognise professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’ and ‘have made a distinctive contribution to their field’. Jonathan is also a recommended HNW Wealth Manager in the Spear’s 500.
Investment Update video: When the facts change
Last Updated: November 25, 2025
Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.
Charity investment training webinar series
Last Updated: November 25, 2025
Understanding investing: CC14 and how to develop an investment policy
Take control of your financial future today
Last Updated: November 25, 2025
The new tax year started on 6 April 2024, giving you a fresh chance to take advantage of all the different tax-efficient ways to save and invest. By using your annual allowances sooner rather than later, your money will benefit from the tax advantages and potential growth earlier.
Review of the week: I predict a riot
Last Updated: November 25, 2025
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
Investment Insights Q1 2024: The Magnificent Seven
Last Updated: November 25, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla — contributed more than half of the gain in the S&P 500 in 2023 (figure 1). Will they continue to be such a key determinant of performance for charities with global equity exposure in 2024?
Review of the week: A platinum reign
Last Updated: November 25, 2025
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
Episode 7: A design for entrepreneurship
Last Updated: November 25, 2025
An interview with Hannah Dale co-founder of Wrendale Designs, a multi-award winning brand of best-selling cards, stationary, home and giftware.
We hear first-hand from Hannah about her journey into entrepreneurship, the lessons she and her husband learned along the way and the inspiration behind her colourful, timeless designs.
Investment Insights Q2 2023: A reality check on earnings forecasts
Last Updated: November 25, 2025
We’ve certainly had a difficult start to the year, but what is the investment outlook as we look forward to sunnier days ahead? Our latest Investment Insights considers some of the key themes – such as expectations versus reality for US company profits and the search for inflation protection.
Review of the week: Inauguration Day
Last Updated: November 25, 2025
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
Review of the week: The comfort blanket of lower interest rates
Last Updated: November 25, 2025
Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.