Rathbones Winchester reaches £2bn in funds under management

Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.

The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.  

The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south.  Investment manager, Jonny Holmes, is the latest addition to the 30-strong team located at the Southgate Street office.

A graduate of Bristol Business School and the Saïd Business School  at Oxford University, Holmes has been nominated for the Society of Trust and Estate Practitioners’ ‘Young Practitioner of the Year’ and as a ‘Rising Star’ in the industry publication, Wealth Manager. He joins from Quilter Cheviot, Bristol.

Jonny Holmes, investment manager at Rathbones in Winchester commented: “I’m really excited to be joining Rathbones in Winchester, particularly when they are enjoying such phenomenal growth. I’m particularly interested in forging strong links with financial advisers – an area where the firm is well-established - and I look forward to building on this here.” 

Will Kendall, regional director of Rathbones in Winchester commented: “We’re very pleased that Jonny has joined the team. He brings with him some great experience and technical knowledge that will make him a valuable addition to the team. In the past six years, we’ve experienced significant growth built in large part through forging strong connections with local clients, businesses and advisers. We look forward to what the next six years will bring.”

*As at 30 June 2019, does not include funds managed by Rathbone Unit Trust Management.