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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.



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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

Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.

Speirs & Jeffrey represents a strong cultural and operational fit for Rathbones, with a heritage and philosophy very similar to our own. S&J is market-leading in Scotland and, like Rathbones, their approach places clients at the heart of everything they do. 

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This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2015.

Rathbones has moved to sixth place in this year’s Charity Finance Fund Management Survey, up from ninth place in 2013, as its charity funds under management hit nearly £3bn.

This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2014.

Philip Howell, Chief Executive of Rathbones Group Plc, said:

“The first six months of this year have been a busy and exciting period for Rathbones in which we have announced two acquisitions and a successful placing. We are pleased to have removed the uncertainty associated with the long-running legal proceedings, and believe that joining a settlement to do so is in the best commercial interests of the company.

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