Last Updated: November 25, 2025

Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”

Last Updated: November 25, 2025

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:

Last Updated: November 25, 2025

Paul Stockton, Group Chief Executive of Rathbones, said:

Last Updated: November 25, 2025

The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 9 May 2024 at 11:00am.

Last Updated: November 25, 2025

You may remember that last year we announced our intention to combine the Rathbones Group with Investec Wealth & Investment (UK). This transaction completed on 21 September 2023 and we have begun the process of integration.

Last Updated: November 25, 2025

Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result

Last Updated: November 25, 2025

A team of engineering students from the University of Liverpool have announced their intention to break the world land speed record for a human-powered vehicle later this year.

Last Updated: November 25, 2025

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2013.

Last Updated: November 25, 2025

Rathbones is pleased to announce that Melanie Wotherspoon has won a bronze award in the Leadership (Financial Organisation) category of the Citywealth Powerwomen Awards 2017.

Last Updated: November 25, 2025

Rathbone Investment Management Ltd today confirms that it has received full Global Investment Performance Standards (GIPS) accreditation, the highest independent indicator of investment performance reporting. Created and maintained by the Chartered Financial Analyst (CFA) Institute, these standards are aimed at ensuring fair representation and full disclosure of an investment firm’s performance history.

Last Updated: November 25, 2025

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

Last Updated: November 25, 2025

Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.