Rathbones

  • Rathbones defends £4.5m remuneration changes

    Rathbones defends £4.5m remuneration changes

    Rathbones has argued shareholders will welcome its expansion of a staff equity plan and denied it had been introduced in response to staff exits.

  • Rathbones boosted by end of £15m office ordeal

    Rathbones boosted by end of £15m office ordeal

    Rathbones results for H1 have revealed the investment manager has finally found a tenant for its former Mayfair offices, which have sat empty for more than a year due to softening demand for central London property after Brexit.

  • Rathbones deal for Speirs & Jeffrey could reach £250m

    Rathbones deal for Speirs & Jeffrey could reach £250m

    Rathbones’ deal to acquire Scotland’s second-largest wealth manager Speirs & Jeffrey could rise to £250m.

  • Former adviser loses mismanaged Sipp claim against Rathbones

    Former adviser loses mismanaged Sipp claim against Rathbones

    The UK’s Financial Services Ombudsman (FOS) has ruled in favour of Rathbones in a case where a client alleged the provider mismanaged his Self-Invested Person Pension (Sipp) portfolio, leading to its underperformance and a financial loss.

  • Rathbones suffers 3% fall in FUM

    Rathbones suffers 3% fall in FUM

    Rathbones suffered a 3% fall in funds under management (FUM) during the first quarter of the year, driven by market volatility and higher outflows.

  • Rathbones creates new exec role in reshuffle

    Rathbones creates new exec role in reshuffle

    Rathbone Investment Management has moved group finance director Paul Stockton into the newly created role of managing director as it looks to strengthen its executive team.

  • Psigma poaches Rathbones’ Faulkner

    Psigma poaches Rathbones’ Faulkner

    Psigma has appointed Rathbones’ Daniel Faulkner as investment director in its Birmingham office.

  • Are US treasury yields tempting enough yet?

    Are US treasury yields tempting enough yet?

    With yields verging on 3%, investors are starting to see US government bonds attractive as a safe haven, but is that the case as volatility has crept back into markets and equities have started to sell off?

  • Rathbones eliminates Facebook from global fund

    Rathbones eliminates Facebook from global fund

    Rathbones has removed its entire holding in Facebook from its Global Opportunities fund, with the fund manager saying the company has lost its consumer trust, but several investors continue to have large holdings in the stock.

  • Rathbones confirms takeover talks with Scottish broker

    Rathbones confirms takeover talks with Scottish broker

    Rathbones has addressed speculation it is preparing a takeover battle for 112-year old Scottish stockbroker, Speirs & Jeffrey.

  • Slashed Rathbones fund fee fails to stymie outflows

    Slashed Rathbones fund fee fails to stymie outflows

    Brexit-related outflows from UK equities and the departure of an experienced co-manager mean the top-quartile Rathbones UK Opportunities fund has failed to stymie redemptions, despite changes to fees and a product rebrand announced more than six months ago.

  • Rathbones eyes financial planning expansion as it nears £40bn FUM

    Rathbones eyes financial planning expansion as it nears £40bn FUM

    Rathbone Brothers is planning to develop its financial planning proposition more aggressively this year after nearing its target of £40bn funds under management.