Earlier this year, we asked Ledbury Research to conduct a survey to identify how our private clients feel about our service, both in general terms and with regard to specific issues such as treating clients fairly, how we communicate with them and their engagement with our digital services.
Rathbones’ in-house annual investment conference took place recently at our offices in London. With insights from an impressive range of external speakers from the technology sector, companies that have grown through the innovative use of technology, and specialist fund managers, we considered how technology is changing the way we live as well as the implications for investing.
Health and safety has come to be regarded as a curse of modern life, with many of the benefits taken for granted, underappreciated or resolutely ignored. Yet if we look back to the 1980s, when an unprecedented series of tragedies left nearly a thousand people dead, we realise how far we have come.
One of the issues for entrepreneurs who sell their business is what they should do with the proceeds. To go from being immersed in your business to more wealth than you are used to can be a worry for people who are used to being completely in control of their affairs.
By Matt Crossman, ethical researcher
On 23 June 2014, Matt Crossman represented Rathbones at the 14th meeting of the UN Global Compact (UNGC) Working Group on Corruption, held at the headquarters of the UNAIDS programme in Geneva.
The Global Compact is the business network of the United Nations, encouraging companies to aspire to ten voluntary social and environmental goals, with the aim of creating sustainable companies which can benefit global society in a multitude of ways.
Rathbones is delighted to have supported Small Charity Week this year, and we were very pleased to have been asked to speak on the ‘importance of small charities’ at the Small Charity Week Policy Day Reception. The reception was hosted by Nick Hurd MP and took place in the prestigious Churchill Room at the Cabinet Office on the evening of 18 June 2014.
Most people are aware of ISAs, but many don’t know how to get the most from them. It may focus your attention to know that the first ‘ISA millionaires’ have recently emerged – that is to say, investors who, through patience, regular saving and good fortune, have managed to amass over £1 million in tax-free savings. It is easier than you might think to reach this milestone, particularly after recent changes to the annual allowance.
One of the questions that all consumers ask themselves is: ‘Should I buy insurance?’ Most people correctly estimate that, on average, paying for insurance does not make financial sense. In other words, the amount paid in premiums over time usually exceeds any claims. This is, of course, to be expected as the insurance company intends to make a return.
Rathbones has increased its commitment to English Lacrosse by becoming the title sponsor of the 2017 FIL Women’s Lacrosse World Cup.