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Rathbones Group Plc - 2024 Annual General Meeting
Last Updated: April 8, 2024
The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 9 May 2024 at 11:00am.
Rathbones appoints Will Roberts as Investment Director
Last Updated: January 20, 2023
Rathbones confirms the appointment of Will Roberts as an Investment Director in its Liverpool office. He will report to Brian Kenny, Investment Director responsible for Rathbones' investment management operations in the area.

IW&I UK integration
Last Updated: February 12, 2024
You may remember that last year we announced our intention to combine the Rathbones Group with Investec Wealth & Investment (UK). This transaction completed on 21 September 2023 and we have begun the process of integration.

Retail investors opposed to scrapping or restricting access to cash ISAs, research shows
Last Updated: April 3, 2025
Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result

University students set sights on land speed world record
Last Updated: August 22, 2022
A team of engineering students from the University of Liverpool have announced their intention to break the world land speed record for a human-powered vehicle later this year.
Rathbones Grows Profit Before Tax By 15%
Last Updated: January 28, 2023
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2013.

Melanie Wotherspoon wins an award at the Citywealth Powerwomen Awards 2017
Last Updated: December 29, 2022
Rathbones is pleased to announce that Melanie Wotherspoon has won a bronze award in the Leadership (Financial Organisation) category of the Citywealth Powerwomen Awards 2017.
Rathbones attains GIPS compliance
Last Updated: March 16, 2023
Rathbone Investment Management Ltd today confirms that it has received full Global Investment Performance Standards (GIPS) accreditation, the highest independent indicator of investment performance reporting. Created and maintained by the Chartered Financial Analyst (CFA) Institute, these standards are aimed at ensuring fair representation and full disclosure of an investment firm’s performance history.
2014 Fourth Quarter - Key Themes
Last Updated: August 22, 2022
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:
Rathbones strengthens charity offer with new fund launch
Last Updated: August 22, 2022
Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.
Rathbones-led campaign wins ‘Stewardship Initiative of the Year’ at PRI Awards 2022
Last Updated: December 1, 2022
Votes Against Slavery initiative saw non-compliant FTSE 350 Index companies targeted with investor action 2022 marks the third iteration of the campaign
Rathbones Group Plc: Preliminary Announcement of 2017 Results
Last Updated: August 2, 2022
Funds under management up 14.3% to £39.1 billion This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. Mark Nicholls, Chairman of Rathbones Group Plc, said: "UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.