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.

News and events

Stay up to date with our fund reviews as our fund managers discuss market trends, their strategy and the challenges and opportunities that lie ahead
Webcasts

Listen to our webcasts live and 'on-demand' and receive our future scheduled updates directly to your inbox.   Interact directly with the speaker, download presentation slides and your CPD certificate. View the full channel here.

Fund Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, covers latest fund updates and discusses some of the topics that are front of mind, including: US inflation; a pathway to recovery, and looking at the latest sustainable themes on radar.
30 June 2021

Co-Fund Manager of the Rathbone Multi-Asset Portfolios, Will McIntosh-Whyte, will cover fund performance and discuss some of the topics that are front of mind, including: Are rising commodity prices about to start impacting company earnings? A new 'Bidawn'? Is the new administration less centrist than it appears?

06 May 2021

David Coombs, head of multi asset investments, Rathbones, will be outlining his latest views on the impact of the vaccine roll-out on asset allocation, style rotations and the latest changes to strategy.

26 March 2021

Greg Mullins, our head of sales, has managed to dodge his brood of kids just long enough to introduce you to our latest In conversation series. It’s been a tough year for most, juggling work and home. Greg explains how these videos can help you with a concise and pertinent overview of our funds.

05 February 2021

After a strong final quarter to 2020, Carl Stick outlines why he is excited about the UK equity sector post-Brexit, and outlines the potential for UK companies to invest today in improving their businesses to lay the foundation for sustainable dividend increases in the coming years.

05 February 2021

Manager James Thomson describes 2020 as a “socialising recession”. In 2021, the pent-up demand to rekindle friendships, restock our wardrobes and take our travel plans out of deep-freeze should mean “revenge spending” is coming. Combined with huge stimulus, low interest rates and reflationary policies, this has convinced James to pivot toward beneficiaries of reopening.

05 February 2021
Rathbone Ethical Bond Fund - In conversation February 2021

Fund performance was good last year, helped by staying light on duration and heavier on credit risk. Bryn Jones explains how his team navigated the volatility of 2020.  He highlights big themes with big consequences for investing: from the Anthropocene’s impact on the planet to the demographic and political effects of the Millennial cohort coming of age. 

05 February 2021

Our fund ended 2020 on a high, thanks to strong individual stock picks and the last-minute agreement of a post-Brexit trade deal. Alexandra Jackson sheds light on her ‘Best of British’ plays, including tech firms, cyber-security businesses and renewable providers to name a few. She also runs through the outlook for UK Plc, asking whether investor confidence is returning to our isles.

05 February 2021

One of the lowest drawdowns in the IA Corporate Bond sector illustrates our fund’s defensive nature. Noelle Cazalis explains how her fund outperformed its benchmark last year, and why she is increasing duration by buying slightly longer-dated bonds in 2021. She also outlines the industries she is positive about and details those she is avoiding.

05 February 2021

Last year could well be the year that sustainable investing hit the mainstream. David Harrison explains how his fund handily outperformed its benchmark, and outlines key themes he believes are here to stay. Our fund has the freedom to search the world for the very best investments; find out where David sees opportunities to make returns and a difference.

05 February 2021
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.    

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

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
Announcements

Stay informed with our regular press releases, and company announcements from Rathbone Unit Trust Management.

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
Rathbones launches Rathbone Greenbank Multi-Asset Portfolios

Rathbone Unit Trust Management (Rathbones) completes the launch of four new risk-rated, risk-targeted, sustainable multi-asset investment funds, the Rathbone Greenbank Multi-Asset Portfolios. The intention to launch the funds was first announced in January 2021.

29 March 2021

Rathbone Unit Trust Management (Rathbones) announces its intention to launch the Rathbone Greenbank Multi-Asset Portfolios (RGMAPs). 

18 January 2021

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

27 November 2020

In line with The London Stock Exchange Rathbone Unit Trust Management Limited will be open for dealing as follows:

26 November 2020

With upcoming MiFID II measures set to compel advisers to ask clients about ESG, recent research commissioned by Rathbones1 questioned advisers on how they are preparing for a more ESG-focused future.

24 August 2020

How mainstream is ESG investing within today’s adviser world? 

13 August 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

Rathbone Unit Trust Management Ltd (Rathbones) is pleased to announce the launch of two new multi-asset funds, as part of the Rathbone Multi-Asset Portfolio Funds (RMAP) range - the Rathbone Multi-Asset Defensive Growth Portfolio Fund and Rathbone Multi-Asset Dynamic Growth Portfolio Fund. 

22 June 2020

Dear valued client

19 March 2020
Asset TV Masterclass
With a growing awareness of environmental and social issues we take a look at what this means for the future of ESG. Panellists discuss the megatrends of sustainability and the importance of active ownership and corporate engagement. Listen to Kate Elliot, head of ethical, sustainable and impact research and panellists discuss.
04 June 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

It’s been a tough few years on the domestic market, however this could be set to change as the UK begins to open up.  Alexandra Jackson and panellists discuss the outlook for UK Equities, inflation and UK dividends. The outlook for IPOs and M&A activity in 2020; as well as, how companies are looking to take advantage of post-lockdown economic opportunity.

06 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, listen to this panel of industry experts discuss the overarching themes and impacts this is having on society, and investing in general.

30 November 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
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
Manager's 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