Financial advisers

This website is for financial advisers, intermediaries and professional investors looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

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The information held on this website relating to the Rathbone SICAV range of funds is only provided to investors in the EU where they are existing shareholders in one of the funds for information purposes only. The information provided in this site is aimed at existing investors only. It does not constitute an offer to sell, or solicit an offer to buy any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

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News and events

Webcasts

Fund Manager Will McIntosh-Whyte, Rathbone Multi-Asset Portfolios and Rathbone Greenbank Multi-Asset portfolios, will give an update on the funds and discuss some of the topics that are front of mind.

29 September 2022

Have US Fed Chair Jerome Powell’s comments at Jackson Hole spooked the team as much as they spooked the market? This month, David, Will, and Craig also discuss how much attention to pay to the weakening US housing market, and finally touch on the video game industry and how it should remain an exciting place to invest for many years to come.

07 September 2022

We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.

08 August 2022

This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.

12 July 2022

In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:
- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.

29 June 2022

Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.

07 June 2022

This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.

04 May 2022

This month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.

14 April 2022

David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and positioning and discussing some of the topics that are front of mind, including: Russian's invasion of Ukraine and its impact on world economies. And what’s next for inflation?

28 March 2022

This month David, Will, and Craig discuss the various long and short-term market implications of the conflict between Russia and Ukraine and how they are attempting to navigate these in portfolios.

11 March 2022
Market comment

Our economic and market reviews are delivered from Rathbones Chief Investment Officer, Julian Chillingworth.  He brings highlights, on the investment forecast and the outlook for global and UK markets.    

Earnings are booming in the West as the recovery rolls on despite investor nervousness.

06 August 2021
Jar of coins

Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.

15 June 2021

America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.

21 April 2021

Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?

22 March 2021

After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.

23 February 2021
sunset visible through hedge

A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.

20 January 2021

With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…

07 December 2020

Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.

13 November 2020

With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.

09 October 2020

As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.

15 September 2020
Announcements

Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.

For the EGMs held 28 September 2022 for Rathbone Pharaoh Fund, Rathbone Quercus Fund, Rathbone Sherwood Fund, Rathbone Sussex Fund, and Rathbone Dragon Trust, results of th

28 September 2022

Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.

05 April 2022

At an EGM of shareholders held 26 January 2022, the resolution that the scheme of arrangement (the “merger”) between

27 January 2022

As part of an ongoing review of our portfolio of investment opportunities for clients, we are informing you of a proposed merger of the Rathbone Heritage Fund (the “Heritage Fund”) with the Ra

15 December 2021

The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.

10 December 2021

We are informing you in our capacity as investment manager of the Rathbone SICAV Multi-Asset Portfolios (“the Company”), to inform you we will be contacting your client(s) about some changes to the objectives of some of the sub-Funds. 

12 November 2021

Rathbone Investment Management, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, is pleased to announce the launch of a new range of client propositions, which will invest in the underlying funds in the Rathbone Greenbank Portfolio Range.

19 July 2021

Industry veteran Chillingworth to retire in early 2022, after 20 years at Rathbones.

14 July 2021

It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Invest

27 November 2020

Note dealing dates and times for the Luxembourg SICAV funds

26 November 2020
Edward Smith
“Before today’s announcements, public sector net borrowing was on track to increase by around £310bn this year – so, around 15% of GDP.
14 July 2020

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed Peter Hooker as a DFM specialist within Rathbones’ distribution team. 

Peter will report to Philip Turner, head of DFM specialists.

07 July 2020
Asset TV masterclass

There's plenty of gloom and doom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Listen to David Coombs and panellists discuss this and much more.

03 October 2022

What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? Listen to Alexandra Jackson and panel members discuss.

03 October 2022

The Rathbone Ethical Bond Fund passed its 20 year anniversary in May; listen to our head of fixed income and lead manager on the fund, Bryn Jones, fund manager Noelle Cazalis and head of ethical sustainable and impact research at Rathbone Greenbank Investments Kate Elliot, discuss the role of fixed income and ethical investments in a client portfolio.  Taking a look at the past 20 years in the sector and how they have put this wealth of experience to work, pathing the way for the next 20, whilst exploring themes and trends they believe lie ahead.

27 May 2022

UK inflation is now above 6% and rate rises appear imminent. What does this mean for your clients fixed income and capital?  Bryn Jones, our head of fixed income, joins the panel to discuss, addressing the following within the debate:

- What fund managers are doing to mitigate the impact of inflation on fixed income
- The impact of rising interest rates on an already leveraged financial system
- The implications of running loose monetary and fiscal policy at the same time

31 March 2022

COVID and inflation are two unwelcome guests who have returned to Western economies and markets, so what does this mean for multi-asset portfolios? Will McIntosh-Whyte is on panel to discuss:  How multi-asset managers are looking to counter the effects of inflation on investor returns. The challenge sustainability regulation is creating for multi-asset funds. The growing influence of China on global financial markets.

10 December 2021

As we enter the last part of the year, we take a look at the outlook for fixed income. Bryn Jones is on panel to discuss some of the latest updates in this sector. How great a threat inflation poses to fixed income investors today; how bond managers are looking to identify long term corporate cashflows in the wake of COVID; and the growing role of sustainability in running fixed income portfolios, plus more.

08 September 2021

2020 was a year of incredible stress in markets, so how did multi-asset investing perform and is it fit for purpose in 2021? How are multi-asset managers using alternatives and what is the role of fixed income at a time of rising yields? Listen to David Coombs and panellists discuss this and much more.

14 May 2021

2020 has been an unprecedented year with the coronavirus pandemic and the US election, so what does it all mean for multi-asset? And what will global growth and the recovery look like? David Coombs and panel members discuss.

09 December 2020
As demand for ESG investing continues to rise; hear how Ethical Bond Fund manager Bryn Jones, incorporates this into the screening process and management of his fund; discussing the overarching themes which are currently driving performance and sustainable investing.
27 November 2020
Demand for multi-asset funds has burgeoned but with uncertainty in geopolitics plaguing markets, does it still offer the diversification benefits on which it's built?
23 April 2019