Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
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Insights
Regional differences open up as markets continue to march higher
In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.
1 min
Take control of your financial future today
The new tax year started on 6 April 2024, giving you a fresh chance to take advantage of all the different tax-efficient ways to save and invest. By using your annual allowances sooner rather than later, your money will benefit from the tax advantages and potential growth earlier.
8 mins
Investing advanced school fee payments
As the threat of VAT being added to independent school fees becomes more realistic, we understand that there has been a surge in interest in advanced fee payment schemes. For those independent schools in receipt of funds from such schemes, we look at the options to earn a monetary return on the cash before the associated expenditure falls due.
3 mins
Review of the week: The cycle of hope
A run of weaker data is rekindling expectations of US interest rate cuts. They’re more likely to arrive on the other side of the Atlantic, yet even there risks of overoptimism remain.
5 mins
GROUP NEWS
FIRST QUARTER TRADING UPDATE
RATHBONES GROUP PLC - 2024 ANNUAL GENERAL MEETING
RATHBONES GROUP COMPLETES COMBINATION WITH INVESTEC WEALTH & INVESTMENT
Upcoming Events
Planning for later life care
Whether you’re planning to care for loved ones or want to plan financially for your own later years, then this online session is for you. We’ll take you through the financial issues to be aware of in later life, the types of care available, funding options, considerations like estate planning as well as provide guidance on the wider support available to you.
Later life care is an area of financial planning that you don’t have to face alone, so register for our online event today.
Talking to the next generation about money
Join us for an insightful webinar to discuss how a family board meeting can be used to talk to the next generation about money.
During the webinar, discover why it’s worth taking some time at family get-togethers to talk about how you intend to use and pass on your wealth so that you can begin to organise your assets before it’s too late.
With the help of our financial experts, you’ll learn how to organise a family board meeting to talk about the main issues and give everyone a chance to voice their opinion.
Women and Money: The path to financial health and wellbeing
Platform 1 | Shawford Railway Station
Winchester | SO21 2AA
INVESTMENT INSIGHTS WEBINAR
Join Edward Smith, co-chief investment officer and other experts from across Rathbones as they discuss key themes that are shaping the investment landscape in 2024.
