Rathbones has won Investment Week’s Gold Standard Award 2015 for Discretionary Portfolio Management for the second year in a row.
The accolade, which was also given to Rathbones in 2012, was awarded based on five criteria: financial strength, overall expertise, client service, offering clients fair value and being a trustworthy adviser in which clients can have confidence.
Robert Hughes-Penney, Investment Director and Chair of the company’s Client Committee, commented: “It is great to see external recognition of the way we put clients at the heart of our business. Congratulations to all
We started life as a family-run timber merchant, and by 1912 focused solely on managing our clients’ wealth.
Today we're one of the largest wealth managers in the UK, with over 20 offices across the UK and Channel Islands.
We're also proud to support our wider community through initiatives like the Rathbones Group Foundation.
Our story is still being written – and we’re excited to help our clients shape theirs too.
Doing the right thing is about more than results – it’s part of who we are.
It’s reflected in the one-step-further service we provide from day one and beyond. Making clients’ lives easier today is just as important as delivering great results tomorrow.
It’s also shown in the way we invest – with integrity – integrating responsible investing principles into our process for decades. And because we believe others should benefit from our success too, we donate a percentage of our pre-tax profits through the Rathbones Group Foundation.
We look after individuals, families, and charities – providing services that include financial planning, investment management, and specialist trust advice. We also support financial advisers with investment solutions, funds and portfolio services – helping them deliver great outcomes for their own clients.
The sound business decisions we make aim to deliver consistent value for our shareholders – as well as strengthen the trust that clients have in us.
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Rathbones wins Investment Week's Gold Standard Award 2015
Appointment of Chief Executive Officer
After achieving a successful period of considerable growth, the board of Rathbones Group Plc (“Rathbones”) announces that Philip Howell will retire as Chief Executive Officer and from the board by the 2019 Annual General Meeting on 9th May 2019. The Board has appointed Paul Stockton as his successor, subject to regulatory approval. Paul has been Group Finance Director of Rathbones for nearly a decade and was appointed Managing Director of Rathbone Investment Management in May of this year. Paul has been a key individual in the firm's success and has played an integral role in the significant
Rathbones Winchester sponsors world’s first Scout-led expedition to Antarctica
A Hampshire Scout has successfully completed the world’s first Scout expedition to Antarctica. The polar expedition, sponsored by Rathbones Winchester, saw Joe Doherty, (25) become the first to ski to the South Pole and to complete the return leg of his journey by wind-powered kite ski.
After man-hauling food and kit, enduring average temperatures of -27 degrees Celsius and regularly climbing to an altitude of 2900 metres, Joe reached the South Pole after a gruelling 45 days. He successfully completed the expedition in just 61 days.
Joe started his expedition to the Geographic South Pole
Rathbones Group Plc – 3rd Quarter Results
Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 30 September 2018.
Philip Howell, Chief Executive of Rathbones Group Plc, said:
“Our continuing growth and the acquisition of Speirs & Jeffrey on 31 August 2018 helped our total funds under management increase to £47.3 billion at 30 September 2018. This increase in scale places us in a strong position to continue to improve our service to clients and, mindful of recent volatility in investment markets, to maintain our disciplined investment in the business.”
Funds under management and administration update and notice of results
Fourth quarter trading update
Rathbones: ‘How soon is now?’
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has today released a report considering the investment implications of disruptive technologies. The report, titled How soon is now? The investment impact of disruptive technologies, aims to differentiate between ‘innovation’ and ‘disruption’ across sectors, and examines the potential and pitfalls of investing in new technologies.
Julian Chillingworth, Chief Investment Officer, Rathbones, and an author of the report, says: “This isn’t about airy futurology-style
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