Financial Services
Rathbones Group is a UK wealth and asset manager providing discretionary investment management, financial planning and fund management. The enlarged group includes Investec Wealth & Investment UK and serves private clients, charities and advisers.
Discretionary wealth management, financial advice, portfolio management, trust and tax services and management of investment funds.
Predominantly the United Kingdom, serving high-net-worth individuals, families, charities, trustees and financial advisers.
Funds under management, net client flows, investment-market performance, fee margins, cost synergies, adviser productivity and operating efficiency.
Market declines, client outflows, FCA and Consumer Duty issues, fee pressure, integration risk, cost inflation and reputational or compliance failures.
29 July 2026: FUMA rose 10.7% year on year to £120.7bn and operating income increased 8.6%, but H1 Group net outflows were £0.9bn. An FCA skilled-person review has cost £19m and is expected to reduce H2 income by about £9m, making remediation and a return to sustained net inflows key issues for 2027.
Rathbones has a long progressive dividend record. The 2025 total dividend was 99p per share; the 2026 interim dividend is 32p, up 3.2%, and is due to be paid on 30 September to shareholders registered on 4 September.
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