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Talking to the next generation about money webinar
Last Updated: July 24, 2025
Conversations about money are rarely straightforward, particularly when they involve family. How do you tackle the topic of inheritance, your will or other issues with your loved ones, so that everyone is on the same page? During this webinar our speakers provide valuable insights into running a family meeting– from inheritance plans to making tax-efficient financial decisions and ensuring your affairs and wishes are in order.
Weekly Digest: extremes
Last Updated: July 24, 2025
Lately we’ve had to acknowledge the distinct possibility that some of the content in these weekly updates could be rendered out-of-date before they’ve even been read. The White House’s somewhat arbitrary approach to policymaking suggests that we should brace ourselves for more of this volatile market behaviour, both positive and negative.
Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going
Last Updated: July 24, 2025
Although returns over the past year have been at times hard won, and often made in defiance of a doom and gloom narrative about the state of the world, most investors can look back on some reasonable gains.
Review of the week: Snap election, new policies
Last Updated: July 24, 2025
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut. Download PDF
Trump’s tariffs: how should investors respond?
Last Updated: August 7, 2025
Stock markets have reacted badly to the worse than expected news on US trade policy. We favour a more conservative asset allocation in response – but it’s possible to be too gloomy.
Review of the week: Monetary mea culpa
Last Updated: July 22, 2025
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
The changing face of consumer ethics and behaviours
Last Updated: July 22, 2025
Global consumer values, behaviours and spending habits are changing.
Investing for Good
Last Updated: July 24, 2025
Exploring ways to create positive outcomes for society with your investments.
US Election - Debt
Last Updated: July 22, 2025
US Election - Debt
The Wave Project – Changing lives through surfing
Last Updated: July 22, 2025
We spoke to Ian Bennet, Adaptive Surf Coordinator at The Wave Project, about how the charity is working works to make surfing as accessible and inclusive as possible.
Responsible Capitalism in the US - the complete report
Last Updated: July 22, 2025
It can’t be understated how quickly the world can change. In the few short months since Rathbone Global Sustainability Fund Manager David Harrison travelled to the US to meet with current and potential investments, the world as we know it was flipped upside down. As the coronavirus spread around the globe, entire countries went into lockdown and economies ground to a halt. From that point forward, governments dedicated their resources to containing the outbreak and mitigating its economic fallout.
Could a wealth manager make you wealthier?
Last Updated: September 25, 2025
This article explores why a professionally managed portfolio can really pay dividends.