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Rathbones names new CIOs as Julian Chillingworth announces retirement
Last Updated: September 30, 2025
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, is pleased to appoint Elizabeth Savage and Edward Smith as co-chief investment officers of Rathbone Investment Management, as Julian Chillingworth announces his retirement. Following a 20-year career at Rathbones, most recently as chief investment officer across the business, and with more than 40 years in the investment industry, Julian has decided to retire, planning to leave Rathbones in early 2022.
In the media: Rathbone Greenbank Global Sustainability - 3 years strong
Last Updated: September 30, 2025
David Harrison, Rathbone Greenbank Global Sustainability Fund Manager, sat down with Proactive Investor’s Katie Pilbeam to discuss the rise and growing importance of sustainable investing, and why since inception his core fundamentals remain unchanged on the fund’s third anniversary. Take a listen hear him touch upon some of the hidden gems he’s been able to discover, and why he remains optimistic about the long-term growth opportunities.
Rathbone Greenbank Global Sustainability - 3 years strong
Last Updated: September 30, 2025
David Harrison, Rathbone Greenbank Global Sustainability Fund Manager, sat down with Proactive Investor’s Katie Pilbeam to discuss the rise and growing importance of sustainable investing, and why since inception his core fundamentals remain unchanged on the fund’s third anniversary. Take a listen and hear him touch upon some of the hidden gems he’s been able to discover, and why he remains optimistic about the long-term growth opportunities.
Rathbone Investment Management expands access to Rathbone Greenbank Portfolio Range for advisers
Last Updated: September 30, 2025
The new propositions are the Greenbank LED MPS, an intermediated execution-only offering for clients with a minimum investment threshold of £15,0001; and Greenbank LED Managed, an intermediated discretionary proposition for those clients with a minimum investment threshold of £150,000. Both propositions will offer look-through reporting as part of a comprehensive reporting package, including a year-end tax pack to help investors or their accountants complete self-assessment tax returns and reporting on the sustainability characteristics of their investment.
It’s not time to reduce equities but look for inflation sensitivity
Last Updated: September 30, 2025
But even with our view that inflation will settle into a higher range than where it was pre-COVID, equity investors can take further comfort from our historical analysis showing that profits have rarely failed to keep pace with inflation.
Recovery rolls on, belying rocky times
Last Updated: September 30, 2025
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
Rathbone Greenbank Global Sustainability share class conversion
Last Updated: September 30, 2025
In our capacity as managers of the Rathbone Greenbank Global Sustainability Fund, we have recently introduced a new power in the fund that allows us to move shareholders into a share class with lower fees where we believe it to be in the shareholders’ best interests.
Rathbone Greenbank Global Sustainability share class conversion (Individual investors)
Last Updated: September 30, 2025
We have recently introduced a new power in the fund that allows us to move shareholders into a share class with lower fees where we believe it to be in the shareholders’ best interests.
Rathbones bolsters equity income research capability with analyst hire
Last Updated: September 30, 2025
Rathbones Unit Trust Management has strengthened its equity research capability with the hire of Keval Thakrar. Keval will be working alongside co-managers Carl Stick and Alan Dobbie, and equity analyst Kate Pettem on the Rathbone Income Fund, as well as contributing to the broader research function within the funds’ business.
Rathbone High Quality Bond Fund
Last Updated: September 30, 2025
Manager Noelle Cazalis highlights the fund’s focus on bonds issued by high-quality companies operating in resilient industries. She explains how the fund’s focus on shorter duration investments may help protect investor capital in a higher inflation world.
Rathbone Global Opportunities Fund
Last Updated: September 30, 2025
Manager James Thomson explains how he picks his best ideas from around the world, with a particular focus on mid-sized growth companies. He believes it’s now mission critical to own superior US stocks. He also explains why he believes balancing growth companies with reopening beneficiaries may help investors weather more volatile markets.
Introduction to the 'In conversation' series September 2021 - Greg Mullins
Last Updated: September 30, 2025
Join head of sales Greg Mullins as he introduces this ‘In conversation’ series. A lot has happened since the last series; the world isn’t yet back to ‘normal’, and there are plenty of challenges and opportunities on the horizon. Greg explains how these videos provide a concise and pertinent overview of our funds.