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2014 Third 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: 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

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Rathbones makes senior hire to Rathbone Private Office

Last Updated: December 14, 2021

Rathbones today confirms the appointment of Natalie Merrens as Head of Investment Solutions for Rathbone Private Office. Natalie has over 25 years’ experience in the financial services industry and joins from Kleinwort Benson where she was Head of the Investment Solutions Group. At Rathbones, she will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients. Natalie will report to Andrew Clark, Head of Rathbone Private Office.

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Letter from Rathbones' Chief Executive Paul Stockton, 28 April

Last Updated: April 29, 2020

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: August 22, 2022

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 4, 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: