Last Updated: November 25, 2025

Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.
The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.

Last Updated: November 25, 2025

Third quarter trading update

Last Updated: November 25, 2025

Rathbones Group Plc (“Rathbones” or the “Group”) announces a trading update for the three months ended 31 March 2024

Last Updated: November 25, 2025

The entire team at Rathbone Investment Management International is celebrating after being named ‘Investment Management Company of the Year – Channel Islands’ for the third time in four years at the annual Citywealth International Financial Centre Awards, this week. Managing Director Jonathan Giles also took the title of ‘Outstanding Individual of the Year’ at the prestigious ceremony.

Last Updated: November 25, 2025

This statement is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 July 2014 to 15 October 2014 and includes trading results for the three months ended 30 September 2014.
Chief Executive, Philip Howell, commented:

Last Updated: November 25, 2025

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

Last Updated: November 25, 2025

Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London. At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.

Last Updated: November 25, 2025

The Board of Rathbones announces that further to the announcement made on 21 August 2017, exclusive merger discussions with Smith & Williamson have been terminated.

Last Updated: November 25, 2025

Fourth quarter trading update

Last Updated: November 25, 2025

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:

Last Updated: November 25, 2025

Following regulatory and shareholder approval, Investec W&I UK has today become part of the Rathbones Group.

Last Updated: November 25, 2025

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.