Rathbones
Rathbones wins ruling on ‘lack of aggression’ client claim
The UK’s Financial Services Ombudsman (FOS) has found in favour of Rathbones in a case where a client alleged the provider mismanaged his Self-Invested Person Pension (Sipp) portfolio, leading to its underperformance and a financial loss.
Investment | 12 Apr 18
Rathbones deletes Facebook from global fund
Rathbones has removed its entire holding in Facebook from its Global Opportunities fund, with the fund manager saying the company has lost its consumer trust, but several investors continue to have large holdings in the stock.
Rathbones eyes financial planning expansion
Rathbone Brothers is planning to develop its financial planning proposition more aggressively this year after nearing its target of £40bn ($55.8bn, €45bn) funds under management.
Investment | 9 Feb 18
How to spot a debt problem
Developing nations have been racking up a lot of debt over the past few years, but Rathbones’ head of asset allocation research, Edward Smith, thinks this is unlikely to spark a widespread credit crisis.
Woodford, Rathbones and Trojan disappoint in FE ratings
Neil Woodford’s flagship Equity Income fund was downgraded by data-provider FE Trustnet in its latest rebalance from five crowns to just one, six months after receiving the debut accolade.