As part of an ongoing review of our portfolio of investment opportunities for clients, we are informing you of a proposed merger of the Rathbone Heritage Fund (the “Heritage Fund”) with the Rathbone Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (the “Strategic Growth Portfolio”).

On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.

At a ceremony on 25 November 2021, we were delighted to win ESG Champion of the Year and ESG Champion – Governance; and runner-up (Highly Commended) in ESG Champion – Protecting the Planet.

Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.

The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.

Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.