Company news


Merger of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund

Proposed merger of the net assets of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund. Read more >>

Rathbone UK Opportunities Fund

Rathbone Unit Trust Management Ltd confirms that the Rathbone Recovery Fund has been renamed to the Rathbone UK Opportunities Fund. Read more >>

Thought leadership initiative of the year

In June last year Rathbones published an investment update following the EU referendum.   We are delighted to announce, it was one of twelve campaigns that has been shortlisted in the 'thought leadership' category at Headlinemoney Awards 2017 on Tuesday 16 May 2017 at the Grosvenor House H... Read more >>

Creation of the new IA Volatility Managed sector

Increasingly, the regulatory environment is requiring advisers to focus on the appropriate outcomes for their clients when selecting their investments and being able to monitor and compare those selections over time as client needs change. This is not a passing fad, evidence of which is that the FCA... Read more >>

The Rathbone Income Fund and the UK Equity Income sector

You will be aware that the Rathbone Income Fund resides in the Investment Association (IA)’s UK All Companies sector having moved last year from the UK Equity Income sector. You may also have read a note issued by the IA on 9 March and some resultant press coverage announcing some reforms to the lat... Read more >>

Rathbones appoints Head of Equity Research

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed Sanjiv Tumkur as Head of Equity Research, based in London.He reports to Elizabeth Savage, Head of Research, and will be responsible for developing and pr... Read more >>

Rathbone Total Return Portfolio awarded A-rating by Square Mile

The Academy of Funds is a dedicated section within Square Mile’s website, where advisers can access analysis on all recommended funds. Each fund carries a rating A, AA, AAA, R or P+ – as a mark of quality and a reflection of the level of conviction Square Mile’s team of analysts has in a fund’s abil... Read more >>

The Rathbone Income Fund and the UK Equity Income sector

It is frustrating, but perhaps unsurprising to report that the Rathbone Income Fund, having fallen short of the 110% yield rule, is to move from the UK Equity Income sector. The Investment Association (IA) is consulting with its members on a major and necessary reform of the sector definition, which... Read more >>

Northern intermediary team strengthens

Rathbones has appointed Brian McLaughlin as an Associate Director, Sales, supporting clients throughout Scotland and Northern Ireland.In his new role, Brian will be responsible for covering all products and services across Rathbones’ unit trust and discretionary offerings.This latest hire follows a... Read more >>

Management developments and promotions

We would like to inform you of some developments regarding the management of the Rathbone Blue Chip Income and Growth Fund, and the Rathbone Recovery Fund. 

As part of a careful succession plan that has been in train for several years, Julian Chillin... Read more >>