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“The first half of 2025 marked a pivotal phase for Rathbones, as we successfully completed the planned client and asset migration of Investec Wealth & Investment (IW&I). This milestone increased run-rate synergies to £47.2 million as at 30 June 2025 and set the stage for the remaining synergies to be delivered in the second half of the year as we continue to realise further benefits of operating as a single, larger business."

Rathbones launches ‘true active’ model portfolio service range

• First fruits of newly integrated wealth managers: new Rathbones’ MPS is the first enhanced investment offer delivering benefits of the company’s successfulcombination with Investec Wealth & Investment.
• Truly active: the suite of seven MPS portfolios uses three in-house funds which will be launched exclusively for these investment solutions.
• Actively managed portfolios at a competitive price: 0% discretionary fund manager fee and ongoing charges capped at 0.5%.
• The underlying funds are managed by renowned fund manager David Coombs from

Rathbones research shows UK property returns now lag inflation, while global equities have delivered significantly stronger returns since 2016.

Rathbones Asset Management appoints Julian Ide as iNED, strengthening leadership as its sustainable multi-asset range earns SDR labels across all funds.

A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.

Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.