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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From 29 March 2019 the fund will not accept any new clients domiciled in an European Union (EU) 27 country. Current investors within the EU and the European Economic Area (EEA) may continue to hold units in our UK domiciled funds and may make additional contributions. This is subject to change.

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.

Fund insights

In conversation series

Listen to Greg Mullins, Head of Sales, introduce the series in a short soundbite of what you can expect now and in the coming months ahead.

06 February 2020

Bryn Jones, lead fund manager of the Rathbone Ethical Bond Fund, reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. 

06 February 2020

James Thomson, who has managed the Rathbone Global Opportunities Fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. 

06 February 2020

Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.

06 February 2020

Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year.

06 February 2020

Watch Bryn Jones, manager of the Rathbone Strategic Bond Fund, discuss how learnings from 2019 will inform his investment decisions throughout 2020 and talk about key investment themes he has identified for the future

06 February 2020

Co-fund managers, Carl Stick and Alan Dobbie reflect on 2019  and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020.  

06 February 2020

Alexandra Jackson, saw her Rathbone  UK Opportunities Fund outperform the sector in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the 'Boris Bounce'.  

06 February 2020
Asset TV masterclass
Markets are experiencing extraordinary levels of volatility on the back of COVID-19, but how has the ESG sector been affected, and what could the coming months hold? David Harrison Global Sustainability Fund Manager discusses in this Asset TV Masterclass video.
13 May 2020
2019 has been a year dominated by geopolitical uncertainty from factors ranging from Brexit to Trump and trade wars, but how have markets reacted? Julian Chillingworth, Chief Investment Officer discusses some of the surprise stories of the year, and outlining what to look out for in 2020
13 December 2019

There is a growing investor demand for sustainable products, with 168 new funds launched in the first half of 2019 alone. But how long will it be before ESG becomes mainstream?

31 October 2019
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

ESG is no longer a niche concern, in fact Forbes estimates that around a quarter of professionally managed assets around the world have an ESG focus. So what sort of trends will shape ESG in the coming year? 

20 February 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
Managers' viewpoint

The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.

17 June 2020

Fake meat is just a headline-grabbing focal point for real ethical changes in the US. In the first of three chapters, Rathbone Global Sustainability Fund manager David Harrison explains why responsible capitalism is ascendant in America. 

30 January 2020

Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.

10 October 2019

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.

09 October 2019
A straightforward approach for a complex world.
07 October 2019

Fund manager Will McIntosh-Whyte shares the (pretty open) secrets that underpin how the Rathbone Multi-Asset Portfolio Funds are put together, and discusses why not all fixed income assets are created equal.

10 September 2019

If you’re an income investor, don’t despair! Our fund manager Will McIntosh-Whyte tells Citywire that a decent – and growing – income is possible, if you are careful and realistic about your goals.

10 September 2019

Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.

18 June 2019

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.

14 June 2019

They strive each day (and most nights) to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists fail at the future.

22 May 2019
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

A special webcast detailing new fund launches and an update on strategy

15 June 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

Lockdowns have eased and second waves have so far not materialised. But the UK stock market hasn’t kept up, and furthermore small & mid caps have trailed.  Why has the UK underperformed? Where does this leave valuations? Can we still hide in ‘expensive defensives?’  Join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to discuss these topics in a live webcast

21 May 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

Bryn Jones, Rathbones Head of Fixed Income and Noelle Cazalis, lead fund manager of the Rathbone High Quality Bond Fund will discuss our fixed income funds, how the various strategies have navigated the current economic environment.

18 May 2020
Please join Carl Stick and Alan Dobbie for a timely and insightful update on the Rathbone Income Fund.
12 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