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.

Please select your country of residence*:
(*country of residence if an individual or country of operation if a corporation)

Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are confirming you are a 'financial adviser', accepting the terms and conditions of use.

News and events

Webcasts

As unrest continues on the streets of Hong Kong, yet more trade tariffs are threatened and Brexit potentially comes to a head, fund manager Will McIntosh-Whyte discusses how the Rathbone Multi-Asset Portfolios are positioned in the current state of purgatory. 

03 September 2019
As we pass the mid-point of the year, central banks have remained front and centre as investors digest their increasingly dovish narrative. On Wednesday 31 July, at 10:30am (GMT).assistant fund manager Will McIntosh-Whyte discusses how the RMAPs team is positioning portfolios for the second half of the year, as well as looking back at performance in 2019 so far.
17 July 2019
With the Fed putting the brakes on rate hikes, Chinese growth rebounding and positive noises coming out of US-China trade discussions, assistant fund manager Will McIntosh-Whyte discusses how the RMAPs team is positioning portfolios following the strong bounce back in equity markets so far this year.
08 May 2019
As we approach the Brexit deadline day, Will McIntosh-Whyte discusses why the Multi-Asset team are not looking to take big bets on the outcome, but rather position the portfolios in order to minimise any downside risk whatever the outcome.
21 March 2019
Equity and credit markets exacted their pound of flesh from investors in the last quarter of 2018, as concerns over global growth mounted in the face of tariff wars and rising interest rates. Assistant fund manager Will McIntosh-Whyte discusses the outlook for 2019 and the risks that sterling might pose for investors as Brexit unfolds.
22 January 2019
Investors have done a lot of clambering up ladders only to slide down more than a few snakes this year. Assistant fund manager Will McIntosh-Whyte discusses how the US Federal Reserve and G-20 leaders have been playing the game recently and how the dice may land in 2019.
12 December 2018
The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”, and discusses how the multi-asset portfolios have behaved through the recent market volatility
24 October 2018
The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”.
24 October 2018
The US President has spent most of the year sending ill-advised tweets from the back of the classroom, but his boisterous optimism and background deregulation has pushed the US market to new highs. His politics may be questionable, but it’s businesses we focus on. Join assistant fund manager Will McIntosh-Whyte as he assesses the economic prospects as the mid-term elections approach, and runs through a report card of what has worked for the funds and what hasn’t.
12 September 2018
Assistant fund manager Will McIntosh-Whyte discusses how the multi-asset team remain vigilant in positioning the funds in the face of the ongoing saga that is Brexit
08 August 2018
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.    

Politics brought a bit of joy to investors last week, with headway made in both the trade war and Brexit. A few more happy surprises could break the gloom, notes our chief investment officer, Julian Chillingworth. Bond investors should be warned.

14 October 2019

American economic measures took a dive early last week, taking equity markets with them. Chief investment officer Julian Chillingworth reckons upcoming quarterly earnings releases will set the tone for the winter.

07 October 2019

Political scandals have erupted on both sides of the Atlantic, yet politics are in such a state that it might not matter. Chief investment officer Julian Chillingworth takes a look.

30 September 2019

The Supreme Court is set to rule on Boris Johnson’s parliamentary chicanery, but what difference does it make anyhow? Chief investment officer Julian Chillingworth despairs at a seemingly interminable impasse. 

23 September 2019

A small-time war at the southern tip of the Middle East has spilled over into one of the world’s most important oil producers. Our chief investment officer Julian Chillingworth explains how it flared up and where the flames might be headed.

16 September 2019

Action and adventure abounded in the summer holidays and it wasn’t all between the covers of a Robert Louis Stevenson novel. Our chief investment officer Julian Chillingworth takes stock.

09 September 2019

At his penultimate meeting, outgoing President of the European Central Bank (ECB) Mario Draghi announced a series of measures to ease monetary policy in the listless region.

31 August 2019

​The UK went backwards in the second quarter as businesses trod water ahead of the Brexit deadline. Our chief investment officer, Julian Chillingworth, ponders what it means for interest rates.

12 August 2019

A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.

05 August 2019

US President Donald Trump keeps rattling trade markets and keeping investors antsy. Our chief investment officer Julian Chillingworth asks, is he using the markets to pressure the US Federal Reserve to cut interest rates?

05 August 2019
Announcements

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

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

This has been a tumultuous week for politics by anyone’s standards. Following the drama of Brexit votes and Parliament exerting its will not to leave the EU without a deal, it was a better day in the office for Prime Minister Theresa May on Thursday.

15 March 2019

Rathbone Unit Trust Management prepares for post-Brexit regulatory environment.

18 February 2019

The Brexit saga has taken a predictable turn, though the rout that Prime Minister Theresa May suffered in Tuesday’s Parliamentary vote on her Brexit deal was historical in its magnitude.

16 January 2019

At the start of 2018 we identified the concerns that eventually weighed on equity markets, but we hadn’t anticipated the big drop in valuations that would follow.

11 January 2019

As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities.

08 January 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