Media Centre

Funds under management up 14.3% to £39.1 billion

This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.

Mark Nicholls, Chairman of Rathbones Group Plc, said:

"UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.

"Notwithstanding some caution, which naturally emerges at a time of high investment markets and political

Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.

Rathbones has today strengthened its in-house Financial Planning team with the appointment of Gaius Jones as Head of Financial Planning, Rathbone Investment Management Ltd.

The Kendal office is sponsoring the Barbara Hepworth: Within the Landscapes exhibition at Abbot Hall from 5 July – 28th September 2014. 

This summer exhibition focuses on one of the greatest artists of the twentieth century, Dame Barbara Hepworth (1903-1975). The exhibition contains some of Hepworth’s most iconic sculptures including Stringed Figure (Curlew), 1956, Torso III (Galatea), 1958, and Moon Form, 1968, alongside prints, photographs and ephemera detailing the artist’s life long relationship with the landscape.

Over the years, Rathbones has sponsored a number of exhibitions at Abbot

Watch a video message from Paul Stockton, Chief Executive Officer of Rathbones, and Tony Overy, Chief Executive Officer of Saunderson House

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. Digging below the surface of UK indices - A conundrum in UK equity valuations 



2. Time to shine - Gold is back in the spotlight 



3. Out of fashion - Is there still value in Europe’s equity markets? 



4. The hunt for yield - Attractive infrastructure investments are harder to find 



5. Running on empty - Are US and UK consumers driving into another crisis? 

Read the key issues shaping current investment strategy.