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Letter from Rathbones' Chief Executive Paul Stockton, 28 April

Last Updated: July 22, 2025

I hope that you and your families are keeping well during the difficult circumstances caused by the COVID-19 outbreak. Last month I wrote to you explaining the steps Rathbones is taking to deal with the situation and how you can continue to keep in touch with us over the coming weeks. As we all continue under a lockdown scenario, and as markets continue to react, I thought I would take this opportunity to update you.

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Funds under management and administration reach record £49.2 billion

Last Updated: July 22, 2025

Paul Stockton, chief executive, said: “It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth leadership transition and posted the highest funds under management and administration in our history. Investment markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth industry continues to present positive opportunities for future growth which we will actively pursue.”

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Rathbones brings financial education to North West schools

Last Updated: July 22, 2025

Rathbones has extended its financial education programme to schools in the North West. Rathbones’ Kendal Regional Director Richard Dawson and Assistant Investment Manager Stephen Quick have recently presented at St Bees School, Giggleswick School, Kirkham Grammar School, Lancaster Royal Grammar School, Sedbergh School and Manchester Grammar School. The office will be hosting a financial awareness event for 16-22 year olds in the region during the 2015 Easter holidays at Levens Hall in Kendal. Commenting, Rathbones’ Richard Dawson said: