Rathbones

Rathbones Trusted for generations to manage and preserve our clients’ wealth. We have been trusted for generations to manage and preserve our clients’ wealth.

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

AI is everywhere - in the headlines, in our pockets, and increasingly, in investment portfolios. But what does the AI bo...
23/06/2026

AI is everywhere - in the headlines, in our pockets, and increasingly, in investment portfolios.

But what does the AI boom really mean for your money? Can the rally keep going? And how does oil fit into the picture?

Join us live from the London Stock Exchange Studio on Tuesday 30 June, 12:00 - 12:45pm, as our Chief Investment Officer Robert Sears and Head of Market Analysis John Wyn-Evans unpack what's driving markets and what could change.

Bring your questions. We'll bring the answers.

Register here: https://rathbones.link/mx62Us-0x3

19/06/2026

Retirement income rarely stays the same.

It changes with lifestyle, markets, inflation and how long your money needs to last.

In this video, Ed Wood, Rathbones Senior Financial Planner, explains the key considerations that help turn pension savings into sustainable income and why planning for change is central to staying in control.

👉 Learn more: https://rathbones.link/XtLqor-0x1

Invest well. Live well.

18/06/2026

Retirement plans rarely veer off track overnight.

More often, it’s small assumptions made over time that quietly narrow your options.

In this video, Charlotte Kennedy, Rathbones Financial Planner, explains the mistakes they see most often and the practical steps that can help keep your plans on course.

👉 Read the full article: https://rathbones.link/v6fQYv-0x1

Invest well. Live well.

17/06/2026

Retiring overseas can be an exciting new chapter, but it can also change what your State Pension is worth.

In this video, Olly Cheng, Rathbones Financial Planning Divisional Lead, discusses how moving abroad can affect future increases to your State Pension and the questions to ask before you make the move.

👉 Learn more: https://rathbones.link/uioWjP-0x1

Invest well. Live well.

14/06/2026

Retirement isn't the finish line for financial decision-making. It's the start of a new phase, with its own opportunities and challenges.

Priorities shift, from building wealth to sustaining income, managing risk, and adapting as markets, rules, and life itself keep moving.

Join Jane Sydenham, Senior Investment Director and Rebecca Williams, Financial Planning Divisional Lead, for a webinar designed for those already in retirement who want reassurance, resilience, and continued control over their financial future.

We'll explore:
☑️How to structure retirement income so it stays sustainable and flexible.
☑️How investment strategy adapts as your circumstances and markets change.
☑️Key considerations around tax, pensions, and inheritance planning.

Whether you want a quiet retirement or a noisy one, we'll show how thoughtful planning and investing continue to work together, helping you stay confident, informed, and in control.

Reserve your place: https://rathbones.link/7JpzaF-0x2

Invest well. Live well.

AI is everywhere - in the headlines, in our pockets, and increasingly, in investment portfolios. But what does the AI bo...
12/06/2026

AI is everywhere - in the headlines, in our pockets, and increasingly, in investment portfolios.

But what does the AI boom really mean for your money? Can the rally keep going? And how does oil fit into the picture?

Join us live from the London Stock Exchange Studio on Tuesday 30 June, 12:00 - 12:45pm, as our Chief Investment Officer Robert Sears and Head of Market Analysis John Wyn-Evans unpack what's driving markets - and what could change.

Bring your questions. We'll bring the answers.

Register here: https://rathbones.link/mx62Us-0x3

Invest well. Live well.

The average UK home is now worth less than it was nearly a decade ago.👉 Find out more here: https://rathbones.link/d9rmN...
12/06/2026

The average UK home is now worth less than it was nearly a decade ago.

👉 Find out more here: https://rathbones.link/d9rmNs-0x1

Our second annual Don’t Bet the House report shows that UK property is continuing to lag behind inflation and underperform diversified equity portfolios.

In 2025, UK house prices rose just 1.7%, only half the pace of inflation at 3.4%. A simply equity mix returned 11.8% before dividends.

London and second home hotspots have been hit particularly hard, with significant falls in house prices.

Property will always matter to owner-occupiers. But as a route to building wealth, UK residential housing no longer looks like the compelling proposition it once did.

10/06/2026

Retirement isn't a line in the sand anymore. For most of us, it's something we ease into gradually, with a mix of excitement and a few uncertainties about what comes next.

The good news? The decisions you make today can quietly shape the income, freedom, and lifestyle you'll enjoy tomorrow.

Join Rebecca Williams Rebecca Williams, our Financial Planning Divisional Lead, and Jane Sydenham, Senior Investment Director, on Tuesday 16 June at 12:00pm for a live webinar designed for those approaching retirement who want clarity, control, and confidence about the years ahead.

We'll cover:
☑️How to make sure you're on track for the retirement you want
☑️How your pensions and investments can work together to provide income
☑️How to strike the right balance between growth and security

Register now and join us live: https://rathbones.link/U9LTyG-0x3

Invest well. Live well.

09/06/2026

Reaching a £1 million pension pot is less about luck and more about the decisions you make over time.

In this video, Rebecca Williams, Financial Planning Divisional Lead, explains what really influences long‑term pension outcomes, from contributions and tax relief to investment strategy and regular reviews.

👉 Read the full article: https://rathbones.link/SuxEmf-0x1

Invest well. Live well.

We were delighted to host a Summer Drinks Reception last week, hosted by William Reedman-White, Director of Business Dev...
08/06/2026

We were delighted to host a Summer Drinks Reception last week, hosted by William Reedman-White, Director of Business Development at Rathbones, bringing together private client professionals for an evening of networking and great live music.

Bringing together professionals across the private client space helps us foster collaboration, share perspectives, and strengthen the connections to help better support our clients.

Thank you to all our guests who braved the London travel disruptions to attend - we look forward to working together in the future 🙌

Invest well. Live well.

Address

London

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+442073990000

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