Last Updated: September 11, 2025

Matt is an investment director managing discretionary portfolios for private clients, trusts and charities. Matt started his investment career with Baring Asset Management in 2000 and was most recently Head of UK Domestic Investment Management at SG Kleinwort Hambros. Matt is a graduate of the University of Birmingham, holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). 

Last Updated: August 26, 2025

Households paying inheritance tax are set to surpass the previous record within a couple of years, Rathbones, one of the UK’s leading wealth management firms, said today as HMRC published its latest official statistics covering the 2022/23 tax year.

Last Updated: August 26, 2025

Wealthy parents are increasingly donating more to charity amid a rising inheritance tax (IHT) burden and concerns about the impact of leaving too much money to their children, a new study * from Rathbones Group, one of the leading UK wealth management firms, shows.  

Last Updated: August 26, 2025

New research by Rathbones Group shows buy to lets and holiday homes in tourist hotspots have been particularly vulnerable, with rising borrowing costs and weaker capital gains undermining their long-term investment case.   

Last Updated: September 5, 2025

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.

Last Updated: August 26, 2025

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.

Last Updated: September 1, 2025

Ailsa graduated from the University of Aberdeen in 2015 with an honours degree in Economics. Thereafter, she joined Speirs and Jeffrey which was fully integrated with Rathbones in July 2019. Ailsa is an Assistant Investment Manager working alongside Vicki Linton and Alistair Crichton. She assists in the management of portfolios for a range of clients including individuals, families, trusts, and charities.

Last Updated: September 1, 2025

I joined Rathbones in 2024 as a Trainee Investment Manager. My role involves supporting Investment Managers and Investment Directors with client servicing and portfolio administration, responding to client queries, and learning the intricacies of investment management. I am currently studying towards the Chartered Wealth Manager qualification with the Chartered Institute for Securities & Investments. I began my career in 2023 with The McKnight Financial Group as a Trainee Financial Adviser, where I gained foundational experience in financial planning and client engagement.

Last Updated: September 1, 2025

Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability   Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.   Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.  

Last Updated: September 22, 2025

Greenbank wins 2025 Investment Week award for Best Sustainable Investment Wealth Manager, highlighting its leadership and commitment to responsible finance.

Last Updated: September 26, 2025

Rathbones renews UK Stewardship Code status, reaffirming its commitment to responsible investment and ESG-led, long-term value creation for clients and society.

Last Updated: September 30, 2025

Angus joined Rathbones Investment Management as Regional Director for the Glasgow office in May 2015 and became Head of Scotland, at Rathbones, in June 2021. Angus has over 25 years’ experience in the wealth management sector, attending to the needs of individuals, trusts, charities, and pension schemes.