Company Rathbones Group Plc

Equities

RAT

GB0002148343

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

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Sales per Business

Sales per region

Ratings for Rathbones Group Plc

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Investment Management

Market Closed - London S.E. Other stock markets 11:35:14 2024-04-19 am EDT			5-day change	1st Jan Change
1,562 ^GBX	-0.13%		-3.82%	-10.33%

Apr. 16	Transcript : Rathbones Group Plc - Special Call
Apr. 12	JPMorgan raises Taylor Wimpey, Persimmon	AN

Rathbones Group Plc is a United Kingdom-based provider of investment and wealth management services for private clients, charities, trustees and professional partners. The Company's segments include investment management and funds. Within investment management segment, the Company has several specialist capabilities, such as charities and not-for-profit organizations; its specialist ethical arm, Rathbone Greenbank Investments; personal injury and court of protection, and Rathbone Investment Management International. The Company, through Rathbone Financial Planning, Saunderson House Limited and Vision Independent Financial Planning, provides financial planning and advisory services. It also offers United Kingdom trust, tax and legal services through the Rathbone Trust Company. Its complementary services include unitized portfolio, managed portfolio, Rathbone Select Portfolio and banking and loan services. Its Rathbone Unit Trust Management is a United Kingdom active fund manager.

Number of employees: 3,500

GBP in Million	2022	Weight	2023	Weight	Delta
Investment Management 88.2 %	393	86.2 %	504	88.2 %	+28.24%
Asset Management 11.8 %	63	13.8 %	67	11.8 %	+6.75%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 96.9 %	442	97.0 %	553	96.9 %	+25.21%
Channel Islands 3.1 %	14	3.0 %	18	3.1 %	+27.87%

Managers	Title	Age	Since
Paul Stockton CEO	Chief Executive Officer	59	08-09-23
Iain William Hooley DFI	Director of Finance/CFO	52	Dec. 30
Andy Brodie COO	Chief Operating Officer	-	20-03-31
Tim Woodhead CIO	Chief Investment Officer	59	94-03-31
Ali Johnson IRO	Public Communications Contact	-	16-03-31
Shelly Patel IRC	Investor Relations Contact	-	-
Julian Stapleton PRN	Corporate Officer/Principal	-	08-01-31
Helen van Heesewijk SAM	Sales & Marketing	-	99-12-31
Adam Rupert Joy PRN	Corporate Officer/Principal	-	-
Gaynor Gillespie HRO	Human Resources Officer	-	21-04-30

Members of the board	Title	Age	Since
Henrietta Baldock BRD	Director/Board Member	53	23-09-20
Clive Bannister CHM	Chairman	66	21-01-11
Dharmash Mistry BRD	Director/Board Member	53	21-10-04
Sarah Gentleman BRD	Director/Board Member	53	15-01-20
Paul Stockton CEO	Chief Executive Officer	59	08-09-23
Jennifer Mathias HRO	Human Resources Officer	-	19-03-31
Terri Lynn Duhon BRD	Director/Board Member	-	18-07-01
Iain Cummings BRD	Director/Board Member	-	21-10-04

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	95,157,593	55,668,875 ( 58.50 %)	4,443,517 ( 4.670 %)	58.50 %

Name	Equities	%	Valuation
Ninety One UK Ltd. 29.86 %	27,056,000	29.86 %	529 M p
Rathbones Investment Management Ltd. 5.400 %	4,894,000	5.400 %	96 M p
Fidelity Management & Research Co. LLC 5.070 %	4,595,026	5.070 %	90 M p
Lindsell Train Ltd. 4.994 %	4,525,500	4.994 %	88 M p
Rathbone Brothers Plc Employee Share Trust 4.178 %	3,786,182	4.178 %	74 M p
Aviva Investors Global Services Ltd. 3.419 %	3,098,091	3.419 %	61 M p
The Vanguard Group, Inc. 2.387 %	2,163,077	2.387 %	42 M p
Martin Currie Investment Management Ltd. 2.168 %	1,964,716	2.168 %	38 M p
abrdn Alternative Investments Ltd. 2.013 %	1,824,431	2.013 %	36 M p
Aberforth Partners LLP 1.892 %	1,715,021	1.892 %	34 M p

Name	Equities	%	Valuation
MICROSOFT CORPORATION 0.04%	3,027,214	0.04%	1,273,609,474 $
VISA, INC. 0.20%	3,138,834	0.20%	875,985,793 $
AMAZON.COM, INC. 0.04%	4,404,842	0.04%	794,545,400 $
ALPHABET INC. 0.07%	3,998,296	0.07%	603,462,815 $
APPLE INC. 0.02%	3,084,224	0.02%	528,882,732 $
NVIDIA CORPORATION 0.02%	562,695	0.02%	508,428,694 $
JPMORGAN CHASE & CO. 0.08%	2,434,170	0.08%	487,564,251 $
BERKSHIRE HATHAWAY INC. 0.07%	923,723	0.07%	388,443,996 $
THERMO FISHER SCIENTIFIC 0.16%	617,320	0.16%	358,792,557 $
THE COCA-COLA COMPANY 0.13%	5,603,044	0.13%	342,794,232 $

Rathbones Group Plc

8 Finsbury Circus

EC2M 7AZ, London

+44 20 7399 0000

http://www.rathbones.com

Name	Category and Sector
Rathbones Asset Management Ltd. Rathbones Asset Management Ltd. Investment ManagersFinance Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.	Investment Managers
Rathbones Investment Management Ltd. Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.	Investment Managers
Rathbones Investment Management International Ltd. Rathbones Investment Management International Ltd. Investment ManagersFinance Rathbones Investment Management International Ltd. (Rathbones International) is the wealth management subsidiary of Rathbones Investment Management Ltd., which is owned by Rathbones Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in St. Helier, Jersey. Rathbones International provides offshore investment management services for individuals and families, charities and professional advisers.	Investment Managers
Vision Independent Financial Planning Ltd. Vision Independent Financial Planning Ltd. Investment ManagersFinance Vision Independent Financial Planning Ltd. operates as a financial advisor. Its services include discretionary portfolio management, bespoke investment advice, pension and retirement planning, inheritance tax planning, mortgages including buy to let and equity release, commercial finance, private individual and commercial protection, trustee and charity investment management, power of attorney and court of protection investment management and specialist financial services to medical professionals. The company was founded by Paul Sweaton and Roger Edwards in 2008 and is headquartered in Falmouth, United Kingdom.	Investment Managers
Rathbone Trust Co. Ltd. Rathbone Trust Co. Ltd. Investment ManagersFinance Part of Rathbones Group Plc, Rathbone Trust Co. Ltd. operates an investment trust business. The private company is based in London, UK. The British company was founded in 1982. The CEO is Bruce Robert Newbigging.	Investment Managers
Rathbone Luxembourg Funds SICAV
Rathbone Nominees Ltd. Rathbone Nominees Ltd. Regional BanksFinance Part of Rathbones Group Plc, Rathbone Nominees Ltd. acts as a nominee/trust/depository. The private company is based in Liverpool, UK.	Regional Banks

Trading Rating

Investor Rating

ESG Refinitiv

B+

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Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

15.62 GBP

Average target price

20.17 GBP

Spread / Average Target

+29.10%

Consensus

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Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

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