Paul Stockton, Group Chief Executive of Rathbones, said:
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.
Latest Rathbones news
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University students set sights on land speed world record
A team of engineering students from the University of Liverpool have announced their intention to break the world land speed record for a human-powered vehicle later this year.
Rathbones Grows Profit Before Tax By 15%
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2013.
Melanie Wotherspoon wins an award at the Citywealth Powerwomen Awards 2017
Rathbones is pleased to announce that Melanie Wotherspoon has won a bronze award in the Leadership (Financial Organisation) category of the Citywealth Powerwomen Awards 2017.
Melanie was shortlisted for the award last August in recognition of her services to both Rathbones and the wider wealth management industry.
The Citywealth Powerwomen Awards recognise individuals and companies who maximise the potential of women in wealth. Now in their fourth year, the awards champion women in the wealth sector and highlight the female leaders of today and tomorrow.
2014 Fourth Quarter - Key Themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
- UK outlook: Equities remain vulnerable to ongoing political uncertainty
- Fixed income: The bond markets are waiting for interest rates to rise
- When bad news is good news: The eurozone has received its first dose of quantitative easing
- The hunt for yield: Diversifying strategies look attractive in a world of low returns
- What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress
Read the key issues shaping
Rathbones strengthens charity offer with new fund launch
Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.
Andrew Pitt, Head of Charities, London at Rathbones said: “This fund marks a significant addition to the investment opportunities we can offer our charities clients
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Find your local Rathbones office. We have over 20 across the UK and Channel Islands.