Kate Elliot, head of ethical, sustainable and impact research, Rathbone Greenbank Investments (“Greenbank”) looks ahead to 2022 and highlight their key areas of focus.
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Rathbones launches Managed Portfolio Service
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, confirms the launch of the Rathbone Managed Portfolio Service to clients of financial advisers, with effect from 3 April, 2017. The service is offered on an execution-only basis whereby Rathbones implements client instructions following advice received from a financial adviser.
The investment service consists of six actively managed strategies, designed to preserve and grow wealth over the long term.
The six strategies, which suit different risk and return
Be scam aware
There were 3,186 reports of investment fraud in 2015/16. In the same year, victims lost an average of £32,000 to these scams.
To help combat the problem, Rathbones is supporting a new FCA campaign called Scam Smart. Experienced investors and those over 65 with savings in excess of £10,000 are the typical targets, and it is important that we remain aware of the facts and best practice when managing your money.
How to be a ScamSmart investor
1. Reject any unsolicited contact about investment opportunities.
There are ways that fraudsters can pretend they aren’t calling you out of the
Rathbones Group Plc - Director Resignation
Oliver Corbett, a non-executive director of Rathbone Group Plc (“Rathbones”), will today, subject to regulatory consent, join the board of Close Brothers Group plc, a company listed on the London Stock Exchange, as an independent non-executive director. Accordingly it has been agreed that also today, Oliver will step down from the Rathbones board and that James Dean (who joined the board on 1 November 2013) will, in accordance with Rathbones’ succession plan, succeed Oliver as Chairman of the audit committee.
Mark Nicholls, Chairman of Rathbones said “Oliver has been a director of Rathbones
We are supporting ClearVision - National Braille Week
We are supporting ClearVision, a lending library that adds Braille to children's books, before loaning them to visually impaired children.
The charity's library is well established and serves over 1,000 families, schools, Vision Support Services and public libraries, making over 10,000 loans in the last year alone.
We will be supporting ClearVision by way of two donations of £2,500 each, one now and another next summer.
National Braille Week aims to raise awareness of the importance of Braille and other alternative formats that open up the written world to people with visual
Jane Sydenham talks to Reuters
Jane Sydenham talks to Axel from Reuters about the investment outlook for the next six months and beyond.
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Our spokespeople can offer comment and insight on topics including investments, financial planning, asset management, sustainable investing and more.
Please contact us if you would like to speak to one of our spokespeople, or with any other queries: press@rathbones.com
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