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Preliminary results for the twelve months ended 31 December 2022.

Funds under management and administration (FUMA) update for the year ended 31 December 2022 and notice of results.

Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.

Third quarter trading update

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.  

The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south.  Investment manager, Jonny Holmes, is the latest addition to the 30

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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