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Personal injury trust asset swaps explained
Last Updated: September 5, 2023
David Chambers, senior associate – tax and probate at Kuits Solicitors, explains how asset swapping can protect former homes from assessment.
Working together across the client journey
Last Updated: June 30, 2023
Ensuring your clients always get the right advice at the right time is central to the professional adviser ethos. But what are the key trigger points that indicate that your client may need help from a financial planner or an investment manager and what should they look for in selecting one?
Review of the week: Up like a balloon
Last Updated: November 7, 2023
Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.
Combatting modern slavery webinar February 2022
Last Updated: January 20, 2023
Please watch our webinar on combatting modern slavery presented by Rathbones’ stewardship director Matt Crossman.
Review of the week: Bailey’s warning
Last Updated: January 20, 2023
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
Essential probate genealogy services for deputies
Last Updated: August 29, 2023
In this article, Joe Lander outlines when a deputy might need the services of a probate genealogist and highlights how Anglia Research Services could help.
Investment Update: The Non-Patriotic Case for UK Equities
Last Updated: July 4, 2025
Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.
The Earth Convention 2025 — Energy and Finance
Last Updated: June 13, 2025
Rathbones and Greenbank are delighted to partner with 5x15 for The Earth Convention 2025, a three-part series offering insights into the urgent issues facing our changing world. The first session ‘Energy and Finance’ will reflect on the future of energy.
Review of the week: Getting ahead of the Fed
Last Updated: June 17, 2024
The US Federal Reserve rows back on the potential for interest rate cuts even as inflation improves. Meanwhile, the French election also reverberates through bond markets.
Episode 8: Building a collagen empire
Last Updated: September 24, 2024
Joining us this episode is young entrepreneur, Forbes 30 under 30 alumni and Absolute Collagen co-founder, Darcy Laceby. Our assistant investment manager Raphaela Major gets deep into conversation about the origins of the company, what it’s like to work closely with family and what the future holds for Absolute Collagen.
Planning for the next five years
Last Updated: November 21, 2024
We explore how the next five years under a Labour government could impact your financial planning needs and goals.
Platforms are back, but not stagflation
Last Updated: July 4, 2025