Media Centre

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. EU referendum - The UK is open for business
2. Steady as she goes - US recovery remains on track
3. Caveat emptor - The 'hidden' exposure of index investing
4. Japan revisited - Plenty of positives for Japanese equities
5. The changing face of globalisation - Despite challenges, globalisation has not stalled

Read the key issues shaping current investment strategy.

Alternatively, for more detailed articles on these issues, read Inve

Highlights

• Total funds under management and administration passed a significant milestone, reaching £50.4 billion at 31 December 2019, up 14.3% from £44.1 billion at 31 December 2018. The FTSE 100 Index increased 12.1% and the MSCI PIMFA Private Investor Balanced Index increased 13.1% over 2019.
• Funds in Rathbone Investment Management grew 11.7% to £43.0 billion (31 December 2018: £38.5 billion). Operating income in Investment Management was strong, increasing 12.9% to £310.9 million for the year ended 31 December 2019 (2018: £275.3 million), reflecting a full year of income of Speirs &

Rathbone Greenbank Investments (Greenbank), Rathbones’ specialist ethical, sustainable and impact arm, has today detailed its plan to become a net zero emissions business by 2040. This commitment covers emissions associated with its operations, supply chain and investments.

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.

Melanie was shortlisted for the award last August in recognition of her services to both Rathbones and the wider wealth management industry.

The Citywealth Powerwomen Awards recognise individuals and companies who maximise the potential of women in wealth. Now in their fourth year, the awards champion women in the wealth sector and highlight the female leaders of today and tomorrow.

Rathbones charity team has been shortlisted for the ‘Asset Manager of the Year’ award at the Better Society Awards that will take place in May. The London-based investment firm, which has been operating across the UK since 1742, has been recognised for its work within the charity sector, as well as its ongoing focus around ethical investment.

Organised by the Better Society Network and now in its second year, the Better Society Awards reach out beyond the horizons of any one sector to assess and reward those who are helping to create a better, more equal, ethical and sustainable world.



The

Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London.  At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.

This year, the Charity Symposium, aimed at charity trustees and their advisers, takes “new perspectives” as its central theme. Rathbones believes that good investment requires an open mind and the outperforming assets of tomorrow