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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(*country of residence if an individual or country of operation if a corporation)

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.

The information held on this website relating to the Rathbone SICAV range of funds is only provided to investors in the EU where they are existing shareholders in one of the funds for information purposes only. The information provided in this site is aimed at existing investors only. It does not constitute an offer to sell, or solicit an offer to buy any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

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.

Navigating the current crisis – Rathbone multi-asset portfolios update

In light of the deteriorating situation in Ukraine, we have prepared a short recording to address some of the questions we have been receiving from clients over the past week. Hear how David Coombs, head of multi-asset investments, is navigating the current crisis in relation to the multi-asset portfolios.

02 March 2022

On this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.  

16 February 2022

In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.

18 January 2022

Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.

14 January 2022
Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, sets out his outlook for 2022; beginning the year with an update on the funds, and covers latest topics, including: a tsunami of Omicron? What does this mean for investors? The FED’s ‘taper tangle’. And looks at exciting new year opportunities in the sustainable investment space.
16 December 2021

On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.

15 December 2021

On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.

02 November 2021
David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and discussing some of the topics that are front of mind.
29 September 2021

Join head of sales Greg Mullins as he introduces this ‘In conversation’ series.  A lot has happened since the last series; the world isn’t yet back to ‘normal’, and there are plenty of challenges and opportunities on the horizon. Greg explains how these videos provide a concise and pertinent overview of our funds.

21 September 2021

Manager James Thomson explains how he picks his best ideas from around the world, with a particular focus on mid-sized growth companies. He believes it’s now mission critical to own superior US stocks. He also explains why he believes balancing growth companies with reopening beneficiaries may help investors weather more volatile markets.

21 September 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.    

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

Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness. 

21 October 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
Announcements

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

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

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

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

12 September 2019

Rathbone Unit Trust Management introduces Rathbone High Quality Bond Fund to wider market

10 September 2019

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

22 August 2019
Asset TV Masterclass

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
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
Manager's viewpoint

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

Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.

24 April 2019

The US central bank changed tack so fast in 2019 that you could hear the thunderclap. Rathbone Global Opportunities Fund manager James Thomson warns that investors shouldn’t follow suit. 

10 April 2019