Unternehmen Rathbones Group Plc

Aktien

894100

GB0002148343

RAT

Investitionsmanagement & Fondsbetreiber

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Sektor Investitionsmanagement

Realtime-Estimate Cboe Europe Andere Börsenplätze 15:01:38 24.05.2024			% 5 Tage	% 1. Jan.
1.768 ^GBX	+1,03 %		+0,23 %	+0,92 %

10.05.	Rathbones-Risikochef verkauft über 13.000 Aktien	AN
10.05.	UBS hebt Trainline an, senkt Kingspan	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	95 178 392	55 861 258 ( 58,69 %)	4 443 517 ( 4,669 %)	58,69 %

Name	Aktien	%	Bewertung
Ninety One UK Ltd. 29,83 %	27 056 000	29,83 %	555 Mio p
Rathbones Investment Management Ltd. 5,395 %	4 894 000	5,395 %	100 Mio p
Fidelity Management & Research Co. LLC 5,065 %	4 595 026	5,065 %	94 Mio p
Lindsell Train Ltd. 4,989 %	4 525 500	4,989 %	93 Mio p
Rathbone Brothers Plc Employee Share Trust 4,174 %	3 786 182	4,174 %	78 Mio p
Aviva Investors Global Services Ltd. 3,415 %	3 098 091	3,415 %	64 Mio p
The Vanguard Group, Inc. 2,384 %	2 163 077	2,384 %	44 Mio p
Martin Currie Investment Management Ltd. 2,166 %	1 964 716	2,166 %	40 Mio p
abrdn Alternative Investments Ltd. 2,007 %	1 820 554	2,007 %	37 Mio p
Aberforth Partners LLP 1,969 %	1 786 156	1,969 %	37 Mio p

Name	Aktien	%	Bewertung
MICROSOFT CORPORATION 0,04%	3 098 576	0,04%	1 206 368 594 $
VISA, INC. 0,20%	3 226 409	0,20%	866 645 721 $
AMAZON.COM, INC. 0,04%	4 524 417	0,04%	791 772 975 $
ALPHABET INC. 0,07%	4 133 009	0,07%	672 771 205 $
APPLE INC. 0,02%	3 077 046	0,02%	524 113 245 $
JPMORGAN CHASE & CO. 0,09%	2 459 498	0,09%	471 584 147 $
NVIDIA CORPORATION 0,02%	496 760	0,02%	429 210 575 $
THERMO FISHER SCIENTIFIC 0,18%	684 458	0,18%	391 325 172 $
BERKSHIRE HATHAWAY INC. 0,07%	919 382	0,07%	364 746 421 $
THE COCA-COLA COMPANY 0,13%	5 407 347	0,13%	333 849 604 $

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 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 company is based in Liverpool, UK.	Regional Banks

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ESG Refinitiv

B+

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17,5 GBP

Mittleres Kursziel

20,4 GBP

Abstand / Durchschnittliches Kursziel

+16,56 %

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