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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News and events

Webcasts
David Coombs, head of multi asset investments, Rathbone funds, will update his audience following the outcome of the forthcoming US election.
22 October 2020
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance.
17 September 2020

Join our latest webcast with co-fund manager Will McIntosh-Whyte for an update on the Rathbone Multi-Asset Portfolios. 

23 July 2020

David will be discussing the speed of the recovery now underway in most countries (ex UK) and outlining his thoughts on whether nesting and the return of the family meal are signs of structural change in consumer demand or just red herrings.

05 June 2020
David Coombs, head of multi-asset investments will be outlining his latest views on the speed of lockdown exits around the world and the impact this is having on strategy.
18 May 2020
David Coombs, head of multi-asset investments will update on strategy and will highlight his views on inflation vs deflation, recovery vs new lows and tech vs leisure.
07 May 2020
Wednesday 29 April at 10:00am - David will be providing an update on portfolios, including latest positioning, trading and views given the very latest news in respect of COVID-19.
21 April 2020
David Coombs, head of multi-asset investments will be providing an update on strategy given the very latest news in respect of COVID19.
06 April 2020
David Coombs, head of multi-asset investments will outline his current approach to protecting the portfolios but also explain his strategy for the recovery
01 April 2020
David Coombs discusses out how the Rathbone Multi-Asset Portfolios are positioned in the face of significant uncertainty.
18 March 2020
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.    

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

The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.  

13 August 2020

With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.

15 July 2020

Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.

22 June 2020

Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery. 

20 May 2020

Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.

24 April 2020

As Covid-19 rattles markets and investors scramble for safety,. our chief investment officer Julian Chillingworth considers the longer-term implications for the global economy and also looks at the narrowing Democratic primary race to take on Donald Trump.

17 March 2020

After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.

19 December 2019

Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.

20 November 2019
Announcements

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

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

Dear valued client

19 March 2020

Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years? 

13 December 2019

Note dealing dates and times for the Luxembourg SICAV funds

29 November 2019

Rathbones’ Smith: “ECB bazooka futile in the long run”

12 September 2019

Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")

22 August 2019

Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.

31 July 2019

Rathbone Luxembourg Funds SICAV, mergers of sub-funds 

05 July 2019

The India growth story is now well-established, but on the eve of the largest general election in the world, should it still be regarded as the jewel in the emerging market crown?

10 April 2019

As announced on 18 February 2019, Rathbones has made changes to its Luxembourg domiciled SICAV in preparation for a post-Brexit regulatory environment.

26 March 2019

Theresa May has asked the European Union (EU) for a delay in the UK’s departure until 30 June, with EU officials indicating they would only grant an extension on the grounds of Parliament agreeing a deal.

21 March 2019
Asset TV masterclass
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
2018 was a challenging environment for fixed income but 2019 saw a rally in the bond markets, so why was this and is it set to continue?
10 April 2019
Trump's trade war, Brexit uncertainty, volatility returning to markets and when will the bull run end? These are some of the questions that investors have been asking themselves over the last 12 months. But coming into 2019 are we going to see more of the same?
14 December 2018
ESG accounts for around a quarter of the assets around the world, so does this mean that it is now mainstream? And what does an ESG fund offer compared to other funds that do not take into account ESG characteristics?
19 October 2018
Demand for multi-asset funds have burgeoned but now as we enter a period of quantitative tightening, uncertainty and geopolitics plague markets, does it still offer the diversification benefits on which it's built?
19 September 2018
The first quarter of 2018 has been the worst for fixed income since the global financial crisis; why was this and is it likely to continue?
04 May 2018
2017 has been an eventful year with Brexit, Trump, political and economic uncertainty, central bank monetary policy and also high and low yields. These all characterized the year, so are we going to see more of the same in 2018?
12 December 2017
Fixed Income has long acted as a safety net but rising rates pose a challenge. In this Masterclass a panel of experts discuss how fixed income is positioned today, managing risk, long vs. short duration, views on geopolitical risk in Europe and current trends in ESG and social bonds.
06 October 2017
In this Masterclass, four experts discuss multi-asset investing and its concerns for investors, how to approach multi-asset investing when there is so much uncertainty, what current equity opportunities there are and what trends can be found in the industry.
20 February 2017