Last Updated: January 20, 2026

Alan is a Senior Investment Director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.
Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Last Updated: January 20, 2026

Phil is a Senior Investment Director and formerly the deputy managing director of Rathbones Investment Management International and manages a range of private client, trust and charity portfolios. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

Last Updated: January 20, 2026

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.

Last Updated: November 25, 2025

Covers half year to 30 June 2021
Paul Stockton, chief executive said:
“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020.

Last Updated: November 25, 2025

2016 marks the 70th anniversary of Eleanor Rathbones death. An unsung hero of the twentieth century, Eleanor was a philanthropist, suffragist, social and welfare reformer, and humanitarian activist.

Last Updated: November 25, 2025

Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.

Last Updated: November 25, 2025

Rathbones Group Plc Ltd (Rathbones) has appointed Charlotte Lamb as Head of Asset Management, Intermediaries and Charities Marketing. She will be based in London and report to Iain Clark, Head of Marketing and Client Strategy for Rathbones Group plc.

Last Updated: November 25, 2025

Rathbones is pleased to announce that Alex Moore, head of collectives research, has been recognised as a rising star in the industry by landing a spot in PAM’s 2019 Top 40 under 40.
Moore joined Rathbones in May 2015 as a collectives research analyst and was promoted to head of collectives research in July 2018. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and emerging markets equity portfolio management.

Last Updated: November 25, 2025

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 2016.
Philip Howell, Chief Executive of Rathbone Brothers Plc, said:

Last Updated: November 25, 2025

We are supporting ClearVision, a lending library that adds Braille to children's books, before loaning them to visually impaired children.
The charity's library is well established and serves over 1,000 families, schools, Vision Support Services and public libraries, making over 10,000 loans in the last year alone.

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:
1. Equities: Markets are likely to reward high-quality growth businesses
2. Bonds: Evaporating liquidity and tight spreads may cause problems for investors
3. Disruptive technologies: The digital economy is creating investment opportunities
4. Currency wars: China is on the verge of devaluing the reminbi to support growth

Last Updated: November 25, 2025

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.