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.

21/07/2026

Are you still on track for the retirement you want?

In this video, Alex Race, Financial Planner at Rathbones reflects on how to stay connected to your retirement progress over time and why small adjustments can make a meaningful difference.

If you’re unsure about your progress, or would like to make adjustments to support the retirement you want, please get in touch via this link: https://rathbones.link/znZJas-0x1

For more info on this topic, read the full article: https://rathbones.link/XFJXzY-0x1

16/07/2026

Three investment myths Margaret Attoh, Rathbones Associate Investment Manager, wants to put to rest:

❌ "The stock market is just gambling."
❌ "If everyone's talking about it, it must be a good investment."
❌ "Cash is always the safest strategy."

She has 60 seconds. Watch the video to hear why she disagrees.

Learn more: https://rathbones.link/GH4wMc-0x3

📈 Earnings have powered much of the latest equity rally, with AI investment doing much of the heavy lifting.This week, J...
15/07/2026

📈 Earnings have powered much of the latest equity rally, with AI investment doing much of the heavy lifting.

This week, John Wyn-Evans looks at why markets remain confident, and what could still test that optimism.

🔎 Read more in our Weekly Digest https://rathbones.link/iS9D8y-0x1

14/07/2026

What does a financial planner actually do and when is the right time to speak to one?

Whether you're planning for retirement, navigating a major life event, managing an inheritance or thinking about the future, financial planning helps bring clarity to your financial decisions.

Listen in as Malvee Vaja, Rathbones Financial Planner, explains how a financial planner can help you create a clear plan for the life you want to live.

Want to see how this could work for you? Tap the link below.

https://rathbones.link/KbyHT4-0x1

⏳ The old-age bill is falling due: a view in chartsIn wealthy nations, there are now only about three working-age people...
13/07/2026

⏳ The old-age bill is falling due: a view in charts

In wealthy nations, there are now only about three working-age people for every older person. By mid-century, that ratio is expected to fall below two. In the 1950s, it was seven.

That matters because a shrinking workforce must fund the pensions and healthcare costs of a growing retired population. The result could be wider fiscal deficits, stickier inflation and higher interest rates.

Our latest slideshow – with a downloadable report – looks at how ageing populations could reshape economies, markets and portfolios.

🔗 Watch the video slideshow and get the full report https://rathbones.link/xxAU7q-0x1

⚽ Some moments aren't the same on catch-up. England’s victory over Mexico was one of them. Markets have their own versio...
11/07/2026

⚽ Some moments aren't the same on catch-up. England’s victory over Mexico was one of them. Markets have their own version of this: the difference between reading about a crisis later and living through it in real time.

This week, Rathbones Head of Market Analysis John Wyn-Evans reflects on market memory, investor scars, and the current argument over whether AI is building the future or simply burning through capital at spectacular speed.

🔎 Read more in our Weekly Digest https://rathbones.link/pCPz2A-0x2

10/07/2026

If you’ve built a business, it can be tempting to assume a future sale, or income generated from it, will fund your retirement.

But on its own, leaning on one outcome can leave little room for flexibility.

In this video, Malvee Vaja, Rathbones Financial Planner, explains why pairing your business with pension saving can help create a more balanced and resilient retirement plan.

👉 Read more: https://rathbones.link/KhHTHh-0x1

Invest well. Live well.

💼 If Burnham takes charge, the UK tax landscape could look very different in the years ahead.From land value and inherit...
09/07/2026

💼 If Burnham takes charge, the UK tax landscape could look very different in the years ahead.

From land value and inheritance tax reform to potential changes to capital gains and council tax – the signals point toward a shift away from taxing income and toward taxing property, assets, and wealth.

That doesn't mean making hasty decisions. It means being prepared.

Financial Planning Divisional Lead Rebecca Williams has outlined what could change – and the practical steps you can take now.

🔍 Read the full article to understand how potential reforms could affect your personal finances https://rathbones.link/SHg3fu-0x1

09/07/2026

There are moments in life when your financial situation becomes more complex and the decisions you make can have a lasting impact on how your wealth.

In this video, Ed Wood, Rathbones Senior Financial Planner, walks through five moments that matter and why taking a joined-up view across financial planning and investment decisions can make a difference.

If you’re currently in, or approaching, one of these moments and want to explore how Rathbones may be able to help, get in touch via this link: https://rathbones.link/ivTFWE-0x1

Invest well. Live well.

How do you stay in control of your finances once you've retired?It's a question more people are asking and with good rea...
07/07/2026

How do you stay in control of your finances once you've retired?

It's a question more people are asking and with good reason. A retirement starting at 60 or 65 could easily last 25 to 30 years. That's a long time to manage income, investment risk, tax changes, and the unexpected.

In our latest webinar, Staying in control throughout retirement, Rebecca Williams and Jane Sydenham walk through the essentials: sustainable income planning, drawdown strategies, estate planning, and how to keep a clear head when markets or rules change.

🎥Watch the full recording here: https://rathbones.link/SX4ksR-0x1

Invest well. Live well.

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London

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

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+442073990000

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