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Responsible business update 2022
Last Updated: March 30, 2023
Audit Committee Terms of Reference
Last Updated: January 3, 2025

Jersey
Last Updated: July 21, 2025
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Guernsey
Last Updated: September 30, 2025
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Tiffany Gervaise-Brazier
Last Updated: August 8, 2025
Tiffany is an experienced Investment Director at Rathbones Investment Management International, based in Guernsey, where she has managed multi-asset discretionary portfolios for private clients, offshore trusts, and corporates for over a decade. With a strong track record of delivering tailored investment solutions, Tiffany brings a wealth of expertise and a client-centric approach to her role. Tiffany joined Rathbones having been a part of the Investec Wealth and Investment (CI) since 2021.

Alex Chambers
Last Updated: August 8, 2025
Alex has over ten years’ experience in the investment management industry and joined Rathbones in 2024. He has experience in managing multi-asset discretionary portfolios for both private clients and trusts. He is a Chartered Wealth Manager having completed the CISI’s level 7 Chartered Wealth Manager Qualification and he is a Chartered Fellow of the CISI. Alex was included in Citywire’s 30 under 30 in Wealth management for 2022, which recognises future talent within the Investment Management industry.

Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025
Last Updated: September 26, 2025
“The first half of 2025 marked a pivotal phase for Rathbones, as we successfully completed the planned client and asset migration of Investec Wealth & Investment (IW&I). This milestone increased run-rate synergies to £47.2 million as at 30 June 2025 and set the stage for the remaining synergies to be delivered in the second half of the year as we continue to realise further benefits of operating as a single, larger business."

Shaun Lacey
Last Updated: August 8, 2025
Shaun leads our Guernsey business and has more than 43 years’ experience in private banking, wealth management and trust planning for local and international high-net-worth clients. Shaun Joined Investec Bank (CI) Limited’s Leadership Team in 2001 with responsibility for Private Clients. In 2012, Shaun helped establish Investec Wealth & Investment (CI) Limited and leads the business as Executive Director. Shaun has also been appointed an Executive Director of Rathbones Investment Management International Limited following the recent merger.

One-year state pension delay could cost early 50s workers almost £18k
Last Updated: August 20, 2025
Workers aged 51–53 could be the first affected if the state pension age rise to 68 is brought forward by a year, potentially reducing their pension payments by up to £17,774, according to new calculations by Rathbones, one of the UK’s leading wealth managers.

Key investment themes - third quarter 2017
Last Updated: August 22, 2022
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include: 1. Investing in technology - Great tech-spectations 2. Looking up - Europe: from problem child to investor's favourite? 3. Measuring Abenomics - Are Shinzo Abe's arrows flying true? 4. Brexit uncertainty - Still lots of heat but little light 5. Active vs passive - The unintended consequences of passive investing
Rathbone Investment Management promotes junior talent through Financial Planning development programme
Last Updated: December 7, 2020
Rathbone Investment Management is pleased to announce the promotion of Ben Shaw and Laura Dempsey to Financial Planner. Both individuals joined in entry level roles as Client Services Executives.
Rathbones' Funds Under Management Grow 8.6% To £23.9 Billion
Last Updated: August 22, 2022
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: