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Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, confirms the launch of the Rathbone Managed Portfolio Service to clients of financial advisers, with effect from 3 April, 2017. The service is offered on an execution-only basis whereby Rathbones implements client instructions following advice received from a financial adviser.

The investment service consists of six actively managed strategies, designed to preserve and grow wealth over the long term.

The six strategies, which suit different risk and return

Oliver Corbett, a non-executive director of Rathbone Group Plc (“Rathbones”), will today, subject to regulatory consent, join the board of Close Brothers Group plc, a company listed on the London Stock Exchange, as an independent non-executive director. Accordingly it has been agreed that also today, Oliver will step down from the Rathbones board and that James Dean (who joined the board on 1 November 2013) will, in accordance with Rathbones’ succession plan, succeed Oliver as Chairman of the audit committee.

Mark Nicholls, Chairman of Rathbones said “Oliver has been a director of Rathbones

Rathbones Group Plc  announces a trading update for the three months ended 31 December 2017. Growth in funds under management was robust, reflecting both favourable investment markets and continued growth in the business.

• Total funds under management at 31 December 2017 were £39.1 billion, up 14.3% from £34.2 billion at 31 December 2016. Total net inflows across the group for the year were £2.1 billion (2016: £1.7 billion) which represents 6.0% (2016: 6.0%) of opening funds under management. The FTSE 100 Index increased 7.6% and the MSCI WMA Private Investor Balanced Index increased 7.2%

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

It covers the year ended 31 December 2014.

Mark Nicholls, Chairman of Rathbones Group Plc, said:

“2014 was a challenging year for most investment markets, which became increasingly volatile in the second half. Despite this, Rathbones had another good year and achieved strong and broad-based growth. Our total funds under management grew by 23.6 % over the year to £27.2 billion and we warmly welcomed more than 5,000 new clients during the year.

“Rathbones looks forward to future growth

Given the recent escalation in the UK’s response to COVID-19, I am contacting you directly to explain the steps Rathbones are taking to deal with the outbreak and maintain client service levels over the next few weeks.

Many of our employees, including all those in our London office, are now working remotely, meaning your Investment Manager or other usual Rathbones contact may be working from a location outside the office. The technology we use means that you can still make direct contact with their usual phone numbers and email addresses. Where possible we would ask that you please correspond

Rathbone Investment Management (Rathbones) is pleased to confirm it won the title of Private Client Asset Manager of the Year at the 2015 Citywealth Magic Circle Awards on 7 May. The award is judged by leading professionals – accountants, lawyers, trust companies in the sector and voted for by the same professionals and clients.

Commenting on the award, Rathbones’ Paul Chavasse, said; “This accolade has particular resonance, as it was voted for by our clients and the professional intermediaries that we work with on a day to day basis. We have made great strides in developing our private