Unternehmen Rathbones Group Plc

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894100

GB0002148343

RAT

Investitionsmanagement & Fondsbetreiber

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Markt geschlossen - London S.E. Andere Börsenplätze 17:35:01 26.04.2024			% 5 Tage	% 1. Jan.
1 608 ^GBX	+0,50 %		+2,94 %	-7,69 %

16.04.	Transcript : Rathbones Group Plc - Special Call
12.04.	JPMorgan hebt Taylor Wimpey, Persimmon an	AN

Rathbones Group Plc ist ein in Großbritannien ansässiger Anbieter von Anlage- und Vermögensverwaltungsdienstleistungen für Privatkunden, Wohltätigkeitsorganisationen, Treuhänder und professionelle Partner. Zu den Segmenten des Unternehmens gehören Investment Management und Fonds. Innerhalb des Segments Investment Management verfügt das Unternehmen über mehrere Spezialkompetenzen, wie z.B. Wohltätigkeitsorganisationen und Non-Profit-Organisationen, den auf ethische Fragen spezialisierten Geschäftsbereich Rathbone Greenbank Investments, Personenschäden und Court of Protection sowie Rathbone Investment Management International. Das Unternehmen bietet über Rathbone Financial Planning, Saunderson House Limited und Vision Independent Financial Planning Finanzplanungs- und Beratungsdienstleistungen an. Über die Rathbone Trust Company bietet es auch Treuhand-, Steuer- und Rechtsdienstleistungen in Großbritannien an. Zu den ergänzenden Dienstleistungen gehören Unitized Portfolio, Managed Portfolio, Rathbone Select Portfolio sowie Bank- und Kreditdienstleistungen. Die Rathbone Unit Trust Management ist ein aktiver Fondsmanager in Großbritannien.

Mitarbeiterzahl: 3 500

GBP in Millionen	2022	Gewichtung	2023	Gewichtung	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 Millionen	2022	Gewichtung	2023	Gewichtung	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 %

Manager	Titel	Alter	Seit
Paul Stockton CEO	Chief Executive Officer	59	24.09.08
Iain William Hooley DFI	Director of Finance/CFO	52	31.12.
Andy Brodie COO	Chief Operating Officer	-	01.04.20
Tim Woodhead CIO	Chief Investment Officer	59	01.04.94
Ali Johnson IRO	Public Communications Contact	-	01.04.16
Shelly Patel IRC	Investor Relations Contact	-	-
Julian Stapleton PRN	Corporate Officer/Principal	-	01.02.08
Helen van Heesewijk SAM	Sales & Marketing	-	01.01.00
Adam Rupert Joy PRN	Corporate Officer/Principal	-	-
Gaynor Gillespie HRO	Human Resources Officer	-	01.05.21

Aufsichtsräte	Titel	Alter	Seit
Henrietta Baldock BRD	Director/Board Member	53	21.09.23
Clive Bannister CHM	Chairman	66	12.01.21
Dharmash Mistry BRD	Director/Board Member	53	05.10.21
Sarah Gentleman BRD	Director/Board Member	53	21.01.15
Paul Stockton CEO	Chief Executive Officer	59	24.09.08
Jennifer Mathias HRO	Human Resources Officer	-	01.04.19
Terri Lynn Duhon BRD	Director/Board Member	-	02.07.18
Iain Cummings BRD	Director/Board Member	-	05.10.21

	Vote	Menge	Streubesitz	Konzerneigene Aktien	Total Float
Aktie A	1	95 157 593	55 670 769 ( 58,50 %)	4 443 517 ( 4,670 %)	58,50 %

Name	Aktien	%	Bewertung
Ninety One UK Ltd. 29,86 %	27 056 000	29,86 %	529 Mio p
Rathbones Investment Management Ltd. 5,400 %	4 894 000	5,400 %	96 Mio p
Fidelity Management & Research Co. LLC 5,070 %	4 595 026	5,070 %	90 Mio p
Lindsell Train Ltd. 4,994 %	4 525 500	4,994 %	88 Mio p
Rathbone Brothers Plc Employee Share Trust 4,178 %	3 786 182	4,178 %	74 Mio p
Aviva Investors Global Services Ltd. 3,419 %	3 098 091	3,419 %	61 Mio p
The Vanguard Group, Inc. 2,387 %	2 163 077	2,387 %	42 Mio p
Martin Currie Investment Management Ltd. 2,168 %	1 964 716	2,168 %	38 Mio p
abrdn Alternative Investments Ltd. 2,009 %	1 820 554	2,009 %	36 Mio p
Aberforth Partners LLP 1,892 %	1 715 021	1,892 %	34 Mio p

Name	Aktien	%	Bewertung
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	Kategorie und Branche
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

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B+

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16,08 GBP

Mittleres Kursziel

20,17 GBP

Abstand / Durchschnittliches Kursziel

+25,41 %

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