Rathbones

Rathbones hit by £3.4bn Autumn Budget outflows but FUMA on the rise

Your profession

Rathbones hit by £3.4bn Autumn Budget outflows but FUMA on the rise

Migration into single platform in H1 2025

clock 16 January 2025 • 2 min read
Why active management has a place in 2025 and beyond

Investment

Why active management has a place in 2025 and beyond

'Active management costs more. But it can also deliver more'

clock 07 January 2025 • 3 min read
Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Your profession

Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

clock 04 November 2024 • 3 min read
Clients experiencing fraud can become vulnerable 'in an instant'

Your profession

Clients experiencing fraud can become vulnerable 'in an instant'

It can be ‘hard’ for firms to convince customers they are being scammed

clock 29 October 2024 • 3 min read
Rathbones profits surge 120% as Investec merger starts to bear fruit

Investment

Rathbones profits surge 120% as Investec merger starts to bear fruit

‘Achieved realisation ahead of target’

clock 01 August 2024 • 2 min read
Advisers fear 50% of their clients' assets will exit their firm with them

Your Business

Advisers fear 50% of their clients' assets will exit their firm with them

‘The sector is set to lose so many of its experienced workforce’

clock 19 June 2024 • 2 min read
David Coombs: How to stop the exodus to Uncle Sam

Investment

David Coombs: How to stop the exodus to Uncle Sam

What's needed to stem the flow of UK companies rushing to list abroad?

clock 16 May 2024 • 3 min read
1-in-5 adults with stock market investments 'struggle' to find an IFA

Your profession

1-in-5 adults with stock market investments 'struggle' to find an IFA

Shortage of IFAs and wealth managers is 'unlikely' to improve

clock 28 February 2024 • 2 min read
Rathbones and Investec complete merger to create £100bn business

Companies

Rathbones and Investec complete merger to create £100bn business

Creates one of the UK's largest discretionary wealth managers

clock 21 September 2023 • 1 min read
Rathbones takes £6m fee freeze hit waiting on Saunderson House deal

Investment

Rathbones takes £6m fee freeze hit waiting on Saunderson House deal

‘We have chosen not to charge investment advisory fees to clients’

clock 26 July 2023 • 2 min read
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