🌟 The RoundUp Special Edition 🌟 Looking ahead... the #RathbonesAssetManagement fund managers share their outlooks for 2025. Alexandra Jackson Alan Dobbie, CFA Bryn Jones Carl Stick David Coombs David Harrison, CFA James Thomson Stuart Chilvers, CFA Will McIntosh-Whyte #ProfessionalInvestorsOnly #FixedIncome #Equities #MultiAsset #TheRoundUp
Rathbones Asset Management
Financial Services
London, England 3,526 followers
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
About us
An active fund management house offering equity, bond and multi-asset portfolios as well as a broad range of sustainable funds
- Website
-
https://www.rathbonesam.com/uk/financial-adviser/home
External link for Rathbones Asset Management
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- London, England
- Specialties
- Fund management, Equities, Professional advisers, Multi-asset, Fixed income, Offshore investment, and Sustainable investments
Updates
-
✨ Wishing you all a wonderful festive period from #RathbonesAssetManagement As we reflect on the year, we’re reminded of the importance of community and giving back. To wrap up 2024, our team came together to support The Soup Kitchen on Tottenham Court Road. The Soup Kitchen plays a vital role in supporting the homeless, elderly, isolated and vulnerable people of London. Their mission involves offering nourishing meals, clothing, unparalleled mental health support and fostering a strong sense of community for nearly 200 guests daily. Through the dedicated efforts of the staff, donors and thousands of volunteers annually, their aim is to create a welcoming and safe environment where everyone who enters feels a sense of belonging. 👉 https://lnkd.in/dy9VJcW9 A big thank you to our engagement analyst, Jenny Twigg (née Foster), for organising the volunteering days for the Rathbones Asset Management team. Thank you to our clients, colleagues, and partners for your trust and collaboration this year. Here’s to a joyful holiday season and we will see you in 2025!
-
#RathbonesAssetManagement is pleased to partner with We Are Gretel to help individuals recover lost or forgotten #Investment assets. "This not only enables those assets to be re-united with their rightful owners, but by doing so, supports financial well-being and future choices. We believe Gretel to be a user-friendly service, which is leading the pack in tackling the broader issue of dormant assets, whilst assisting companies to continue to act in the best interest of their clients." Craig Santangeli, ACSI
Today we announce our latest strategic partnerships with J.P. Morgan Asset Management and Rathbones Asset Management, enhancing our platform's capacity to reconnect investors with their dormant assets. With an estimated £2.8 billion in unclaimed investments across the UK, this collaboration enables us to address a significant challenge within the financial services industry. In the initial two weeks of our partnership with J.P. Morgan Asset Management, we've successfully matched approximately £2.5 million to rightful owners, demonstrating what we can achieve when we work together and the huge difference it can make. Duncan Stevens our CEO, emphasises the importance of these partnerships: "At Gretel, we’re proud to partner with leading firms like J.P. Morgan Asset Management and Rathbones Asset Management to tackle the growing challenge of lost and forgotten investments." Patrick Thomson, EMEA CEO at J.P. Morgan Asset Management, adds: "By expanding our options to reconnect with clients, this further strengthens our ability to maintain strong, ongoing client relationships." Craig Santangeli, ACSI, Head of Transfer Agency Oversight at Rathbones Asset Management, notes: "Rathbones Asset Management is pleased to partner with Gretel to help individuals recover lost or forgotten investment assets, and by doing so, enables us to act in the best interests of our clients." As the Dormant Assets Scheme expands in 2025 and new Consumer Duty regulations come into effect, we believe that Gretel is poised to play a pivotal role in transforming how the investment industry addresses lost assets. Our platform offers a comprehensive solution for financial institutions to automate customer re-connection, comply with regulatory challenges, and transform processes that traditionally take months into seamless, efficient operations. Here’s to 2025. #investments #consumerduty
-
From all of us within the #RathbonesMultiAsset team (David Coombs Will McIntosh-Whyte Craig Brown Hannah Kennedy Rahab Paracha, CFA Sally Hoang, CFA Emma Letheren, CFA) we would like to take this opportunity to wish our investors a very happy festive period and to thank you for your continued trust in us. 🎧 Listen to the festive episode of The Sharpe End #Podcast where our head of multi-asset David Coombs is held accountable for his annual predictions. Will the team be naughty or nice when they mark David on his prognostications spanning #UK and #USPolitics, #BondYields, central bankers, and #PassiveInvesting? As ever, David will be pleading his case and aiming to beat last year’s score and – he hopes – perhaps post a new high score. Listen and subscribe here: https://lnkd.in/d_MG89PQ The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments
-
Out now – The Sharpe End #podcast – Episode 42: No Miracle on 30 Gresham Street. Listen here: https://lnkd.in/d8sdBncQ It’s that time of year again! Mariah Carey is blaring in the shops, the Elf on the Shelf is on the loose in homes across the country, and our head of multi-asset David Coombs is held accountable for his annual predictions. Will Craig Brown Will McIntosh-Whyte Hannah Kennedy be naughty or nice when they mark David on his prognostications spanning #UK and #US politics, #bondyields, central bankers, and #passiveinvesting? As ever, David will be pleading his case and aiming to beat last year’s score and – he hopes – perhaps post a new high score. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments
-
Watch David Coombs, head of multi-asset investments, on the latest Asset TV UK panel discussion. David and co-panellists discuss the City Hive ACT Framework's role in fostering transparency, accountability and cultural change in #InvestmentManagement, and why fund selectors are pushing for more Signatories. 🔗 Watch here: https://lnkd.in/eCqAZkSx #RathbonesAssetManagement #InvestorsAct
-
In The KNOW blog: Why #activemanagement has a place in 2025 and beyond. The rise of #passiveinvestment is storing up risks that many investors may not realise they are taking. James Crossley, our head of #RathbonesAssetManagement distribution, makes the case for #activemanagers. Read more: https://lnkd.in/gaB9gNss
-
Watch now: Bryn Jones, Head of Fixed Income, in his latest webcast as he celebrates his 20-Year Anniversary at #RathbonesAssetManagement. Bryn discusses how he’s gained invaluable insights by marrying art with science during his decades of #Investment experience. He also covers: - How does today's market compare with 2008? - Active vs passive over the last decade - Greenium – debunking the myths 🌍 Catch up here: https://lnkd.in/eMcHUUAf #ProfessionalInvestors #FixedIncome #BondMarkets
-
🎄 Holly Jolly RoundUp 🎄 The latest #RathbonesAssetManagement newsletter is now available. Read now to get the latest insights and musings from our fund managers and their teams. #ProfessionalInvestorsOnly #FixedIncome #Equities #MultiAsset #TheRoundUp
The RoundUp – December 2024
Rathbones Asset Management on LinkedIn
-
📅 Looking forward to the Citywire Fixed Income Forum next week! Bryn Jones Head of Fixed Income and Fund Manager at #RathbonesAssetManagement will be presenting at the event - sharing #FixedIncome insights and some of his #Investing experiences over the last 20 years. Please come and say hello to Bryn and Helen van Heesewijk! Get all the event details here: https://lnkd.in/e_w8zUU9 #Citywire