Our media spokespeople are happy to offer comment and insight on a number of investment issues.
Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.
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 Rathbone Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (the “Strategic Grow
The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.
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.
Prime Minister Boris Johnson has told the world to “grow up” and tackle climate change; that “this is the most important period I think now in the history of the planet - because COP simply must succeed”.
Bryn Jones, lead manager of the £2.6bn Rathbone Ethical Bond Fund, has added exposure to government bonds for the first time by investing in the UK’s green gilts.
Rathbones Unit Trust Management has strengthened its equity research capability with the hire of Keval Thakrar.
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.
Industry veteran Chillingworth to retire in early 2022, after 20 years at Rathbones.
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Rathbones is an open and highly accessible company, please contact our press team if you would like to speak to any of our team and, mindful in the first instance of your deadline, we will do our utmost to arrange an interview or to provide a viewpoint in writing.
Mike Webb is chief executive officer of Rathbone Unit Trust Management, joining in February 2010. With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development. Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the retail division of GT Global Asset Management and sales & marketing director of Prolific Financial Management.
Julian is Rathbones’ Chief Investment Officer, and therefore plays a key role in the ongoing development of the organisation’s investment process. Prior to this, Julian was assigned Board Director of Rathbone Unit Trust Management in October 2001, and joined Rathbones in July 2001 as deputy Chief Investment Director.
Julian is also a member of Rathbones’ Investment Executive Committee. He has over 30 year’s investment experience, gained within organisations such as James Capel, Global Asset Management, Bankers Trust and Investec Asset Management
Carl plays a key role in the development of Rathbones’ investment process and business strategy. He is also the manager of the Rathbone Income Fund, which he has been managing since January 2000.
After Rathbones acquired Neilson Cobbold in 1996, Carl transferred to London in August 1998, where he became an assistant fund manager for the unit trust business, working alongside Hugh Priestley. Carl graduated from the University of Southampton in 1991 with a BA Honours degree in English Literature. He is also I.I.M.R.-qualified and a Fellow of the Securities Institute.
Bryn is the Head of Fixed Income for Rathbones, and is lead manager on the Rathbone Ethical Bond Fund, the Rathbone Strategic Bond Fund and manager of institutional mandates. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.
Bryn is a member of the Rathbone Strategic Asset Allocation Committee, Non-Executive Chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. He has been a guest speaker at the Euromoney Bond Conference in London, and at the Euromoney Bank Capital Conference in Amsterdam. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.
Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995. Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014; Best SRI Bond Fund at the Money Observer 2015 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over 3 and 5 years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. In 2018 the Ethical bond fund won the prestigious Judge’s Choice fixed Income fund award at the Investment Week awards. His Rathbone Strategic Bond fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015.
David is head of the team that is responsible for managing the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi asset funds and segregated mandates. He began his career with Hambros Bank in 1984.
Alexandra is the manager of the Rathbone UK Opportunities Fund. Previously she was co-manager of the Rathbone Recovery Fund, appointed in June 2014, and has spent nearly 15 years with Rathbones.
Alexandra joined Rathbone Unit Trust Management in 2007 as an equity analyst, and then became assistant fund manager on the Rathbone Global Opportunities Fund.
Alexandra is a CFA (Chartered Financial Analyst) charter-holder and holds the Investment Management Certificate. She has a BA (Hons) in Economics from the University of Durham.
Edward is Head of Asset Allocation Research at Rathbones and supports its investment process with proprietary macro-based, multi-asset research. He is a member of the Strategic Asset Allocation Committee, Sector Selection Committee, and a founding member of the Responsible Investment Committee. Edward presents frequently to clients on the economic and financial market outlook, and comments on economic developments in the press. He is a regular guest on Bloomberg TV and Sky News.
He joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service. He began his career at Blackrock.
Edward is a Chartered Financial Analyst, and has served on the continuing education committee of CFA UK, for whom he has also helped write position papers, most recently on the future of corporate financial reporting. He is a published expert on risk management for high net worth individuals, and is a member of the Society of Professional Economists. He has an MA from the University of Oxford and an MSc with distinction in Economic History from the London School of Economics and Political Science (LSE).
Elizabeth Savage is head of research and joined Rathbones in 2005. She is responsible for overseeing the research team and the development and delivery of the investment process including recommendations made by the investment committees she is also a member of Rathbones’ Investment Executive Committee.
Elizabeth previously worked at Progressive Alternative Investments, a fund of hedge funds, where she was a hedge fund analyst. Elizabeth graduated from Newcastle University and holds the Chartered Alternative Investment Analyst designation.
Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid cap companies and later moved to Investec Wealth & Investment. Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.
Alex Moore is a Head of Collectives Research for Rathbones. He is responsible for carrying out quantitative and qualitative analysis to select funds for recommended use within portfolios managed at Rathbones across different asset classes and strategies. He sits on Rathbone’s Collectives Research Committees and also assists the Rathbone Multi-Asset Portfolios team with their collectives’ investments.
Alex joined Rathbones in May 2015. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and Emerging Markets equity portfolio management. Alex graduated from the University of Durham with a BA (Hons) in Economics. He holds the Investment Management Certificate, is a member of the Chartered Institute for Securities & Investment, and is a CFA Charterholder.
Alan Dobbie joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charter-holder.
James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 17 years and it is one of the top performing funds in the IA Global sector.
James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business.
James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20-year career.
Noelle manages the High Quality Bond Fund. She works closely with Bryn Jones and also assists in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. Noelle joined Rathbones in July 2011 and was made manager in October 2018. Before this, she spent some time as a financial analyst for the Bank of France in Paris and five months in Cambodia, where she undertook due diligence on the Cambodian banking sector for the French Embassy.
Noelle has achieved two master’s degrees with distinction in 2010, from the University of Montesquieu in Bordeaux - a Magistere of International Finance, and a Master’s in Banking, Finance and Financial Assets Trading. Noelle is a CFA (Chartered Financial Analyst) charter-holder. She was named in the 2016 Citywire Top 30 Under 30 investment management awards.
David joined Rathbones in June 2014 and is the lead fund manager of the Rathbone Greenbank Global Sustainability Fund. He has more than 20 years’ experience in equity analysis and fund management, including positions at Hermes and Goldman Sachs. David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a CFA charter-holder.
Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management .
She profiles risk across the funds, including areas such as liquidity, investment risk and data analysis, and is charged with ensuring the integrity of information that is provided to clients, institutions and the fund managers themselves. She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) Charterholder
For any questions about our funds and services, or for comment on industry themes, please get in touch with Madhu Kalia by email or on 020 7399 0256. Alternatively, contact Quill PR by email or call Sam Emery on 020 7466 5056, Emma Murphy on 020 7466 5054 or Andreea Caraveteanu on 020 7466 5059.
If you are an investor in the Rathbones Group looking for financial information or if you have questions about us as a business, please visit our investor relations page. You can access our shareholder information and an online version of our latest annual report and accounts is also available.
Rathbones Group PLC is a FTSE 250 company listed on the London Stock Exchange. Through its subsidiaries, it is one of the UK’s leading providers of high-quality investment and wealth management services for private clients, charities, trustees, and their financial advisers.
Madhu is responsible for press relations in the funds business. She joined Rathbones in February 2005 as an investment writer for the unit trust business and is involved in press relations, working alongside the fund managers to support internal and external communications.
Formerly, Madhu worked as a teacher, and as a journalist for several local newspapers, including the Coventry Evening Telegraph. She then spent six years working for the financial trade press, covering institutional and retail investment. Madhu graduated from the University of Warwick with an MA in Social and Cultural History, and has a Postgraduate Diploma in Periodical Journalism from the University of Westminster. She has passed the Investment Management Certificate.
Madhu was a finalist for the Headlinemoney PR Awards in 2013 and 2015 in the ‘Best Investment PR’ category, and won the award in 2014 in the category for ‘Best In-House Investment PR’, voted for by financial journalists. In 2016 Madhu was a finalist for Headlinemoney’s inaugural ‘PR Professional of the Year’; in 2017 she was highly commended in this category, and was then awarded PR Professional of the Year in 2018. Madhu was also a finalist in this category in 2019.
Sam joined Quill in February 2011 having previously worked at Penrose Financial (now MHP Communications) in the institutional fund management team. He then moved in-house to Swiss private bank Banque Bonhôte & Cie and its trust company Bonhôte Trust as a marketing manager before joining the new private wealth management company, Charles Mia Ltd.
At Quill Sam looks after investment management companies across numerous asset classes in both the retail and institutional markets.
Emma joined Quill in January 2018 from Citigate Dewe Rogerson, where she was a Director in the Corporate Practice.
With over 20 years’ public relations experience in London and Sydney, including Broadgate Mainland (now Four Broadgate), Porter Novelli and Sefiani Communications Group, Emma has advised a number of clients predominantly in the investment, retail banking and wealth management sectors in a variety of pan-European, APAC and UK-focused campaigns.
Andreea joined Quill in May 2016 having previously worked at Four Broadgate. She holds a First Class BA (Hons) in Public Relations from the University of Westminster. During her studies Andreea undertook work experience at Lansons Communications and the European Parliament.