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Rathbones

Financial 'complexities' deterring wealthy families from leaving charitable legacies

Tax planning

Financial 'complexities' deterring wealthy families from leaving charitable legacies

Advisers urged to guide clients as IHT benefits of giving remain underused

clock 20 August 2025 • 2 min read
Jonathan Sorrell officially succeeds Paul Stockton as Rathbones Group CEO

People

Jonathan Sorrell officially succeeds Paul Stockton as Rathbones Group CEO

Received the necessary regulatory approvals

clock 18 August 2025 • 1 min read
Market volatility drives Rathbones H1 profit decline

Companies

Market volatility drives Rathbones H1 profit decline

To launch up to £50m share buyback

clock 30 July 2025 • 3 min read
Rathbones launches 'true active' MPS range

Multi-Asset

Rathbones launches 'true active' MPS range

More initiatives in the pipeline following IW&I integration

clock 24 July 2025 • 1 min read
Aveni forms AI advisory board with wealth management leaders

Your profession

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

clock 01 July 2025 • 2 min read
Growing client wealth driving uptake of bespoke investment services

Your profession

Growing client wealth driving uptake of bespoke investment services

Advisers report rising proportion of high-net-worth clients

clock 19 June 2025 • 1 min read
Bespoke investment services see rising demand as advisers prepare for further growth

Your profession

Bespoke investment services see rising demand as advisers prepare for further growth

As retirement concerns grow

clock 06 June 2025 • 2 min read
Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

Your profession

Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

‘Reflected market volatility’

clock 08 May 2025 • 1 min read
PA360: 'Diversified approach has room for both active and passive' - David Coombs

Investment

PA360: 'Diversified approach has room for both active and passive' - David Coombs

‘Volatility is your friend if you are a long-term investor’

clock 01 May 2025 • 2 min read
Talking with… Rathbones Asset Management's James Thomson

Investment

Talking with… Rathbones Asset Management's James Thomson

The series continues as Richard Romer-Lee chats to James Thomson

clock 14 April 2025 • 4 min read
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