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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

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

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. A phoney war - Waiting for Brexit 
2. A president in waiting - How markets might react to the US election result
3. Currency outlook - In the long term, sterling looks undervalued
4. A developing story - Seeking opportunities in emerging market debt
5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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The Education Business Awards, which was sponsored by Rathbones, took place at The Grange Hotel in London on 10 July. The awards recognised schools from all sectors for their excellence, innovation and outstanding achievements in the UK education sector. 20 awards were presented by Sharron Davies MBE.

Rathbones awarded the ‘Personal Finance Education Award’ to St Mary’s School, East Sussex at The Education Business Awards, and also presented King’s College School, London with the ‘Outstanding Progress – Independent School Award.’

Commenting, Rathbones’ Andrew Pitt, head of charities, London

This year’s Citywealth Magic Circle awards took place on Wednesday 10 May and our private client team won the Private Client Asset Manager of the Year (Institutional) award for the second year running. Our team was recognised for its commitment to excellence in client service, leadership and contribution to the profession.

Rathbones enjoyed further success on the evening as the charity team were runners up in the Charity Investment Manager of the Year category. This is a category the team has won five times in the last seven years.

Melanie Wotherspoon, Business Development Director, Rathbone

Preliminary results for the twelve months ended 31 December 2021