Awards

We are delighted to have been awarded for a third year a Gold rating from STAR (the best practice initiative of improving customer experience in transferring funds across platforms).

STAR is an organisation who work with platforms to try to make the transfer process quicker and less onerous for clients. It drives a vital piece of industry work that has defined and shaped a set of recognised industry-wide standards to promote good practice. An early signatory, Rathbones Asset Management has collaborated with STAR to:

- Help them define good practice service level agreements for processes
- Help them measure and shape performance against those service level agreements
- Help define the terms by which MI will be shared between participants
 

Professional Adviser Awards 2022 – success for the multi-asset team!

We are delighted to announce that the multi-asset team won three awards, including the coveted ‘Multi-Asset Group of the Year’ at Professional Adviser magazine’s adviser and investment awards 2022. The three winning awards are:

Best Multi-Asset Fund: Growing Income

Rathbone Strategic Income Portfolio - Winner

Best Multi-Asset Fund: Risk Managed

Rathbone Multi Asset Portfolios - Winner

Multi-Asset Group of the Year

Rathbones – Winner

Many congratulations to David Coombs, head of multi-asset investments and his team – true recognition of their risk/return approach.

Rathbones rated 5-Star in the Investments category at the Financial Adviser Service Awards

The Financial Adviser Service Awards rate providers from ‘One Star’ (poor service) to ‘Five Stars’ (excellent service). The categorisation is based on a poll of over 4,000 advisers. Providers are rated on a number of areas including new business processing, personal contact, central processing, product support, flexibility of charging options and electronic business.

Best Investment Fund Provider by Investment Life & Pensions Moneyfacts awards

Congratulations all around we’ve won Best Investment Fund Provider by Investment Life & Pensions Moneyfacts awards! Beating off stiff competition from Vanguard Asset Management, and Premier Miton Investors.

Particularly important, because unlike many other awards, these awards are not panel assessed submissions, but instead voted by the adviser community.  In the same virtual ceremony which took place last week, we were awarded Commended Best Investment Service.  Whilst not quite a win, still an accomplishment in itself to be recognised.

Best Alpha Manager, Global Developed Equities

James Thomson, manager of the Rathbone Global Opportunities Fund, has picked up Best Alpha Manager, Global Developed Equities at FE fundinfo’s 2020 Alpha Manager Awards! 

The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history, allowing investors to instantly identify those managers who have consistently outperformed their peer group over time. It recognises how the most successful managers consistently add value for investors over the course of their careers, removing the nuances of short-term market movements other cyclical factors.

Only the top 10% of UK managers receive an Alpha Rating, representing those managers who are the very best of the best in the industry. James has been an Alpha Manager for the last 10 years.

This year’s award confirms James as the very best of that 10% of his category and it came from a very distinguished shortlist including managers from McInroy & Wood Portfolios; Linsell Train; Stewart Investors and Columbia Threadneedle Investments.

Citywire UK Fund Awards 2020

We are delighted to announce that the Rathbone Strategic Bond Fund has won Best Group – Bonds, Sterling Strategic Bond category at the Citywire Best UK Fund Manager Awards 2020. The awards are based on managers whose funds are available for sale in the UK who have produced stellar outperformance in recent years. They cover 13 investment sectors across bonds and equities. The ratings methodologies are actuarially approved by AKG Actuaries & Consultants. The fund beat off some stiff competition from Allianz Global Investors; Janus Henderson; Jupiter and Sanlam.

Money Observer - Best SRI Fund 2020

Rathbone Ethical Bond Fund has been awarded the ‘Best Ethical SRI - Bond’ at the Money Observer Fund Awards 2020.   We’ve previously won this award in 2019, 2017, 2016 and 2015. These awards recognise and reward consistent top quartile performance from a fully independent statistical and qualitative assessment that identifies the best fund in each category. 

Eurosif Transparency accolade for the Rathbone Global Sustainability Fund

Excellent news, we have been authorised to use the Eurosif Transparency accolade for the Rathbone Global Sustainability Fund. A rare award, to go with the same we have had for the Rathbone Ethical Bund for over five years – a ‘grown-up’ recognition of the screening processes behind the fund and helpful to us as regulations and clear communication around this topic of Environmental, Social and Governance (ESG) become ever more important.

The European SRI Transparency logo signifies that Rathbone Unit Trust Management Limited commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund.

Eurosif does not accept responsibility or legal liability for errors, incomplete or misleading information provided by signatories in their responses to the European SRI Transparency Code. Eurosif does not provide any financial advice nor endorse any specific funds, organizations or individuals.

The European SRI Transparency logo signifies that Rathbone Unit Trust Management Limited commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund.

Detailed information about the European SRI Transparency Guidelines can be found on eurosif.org, and information of the SRI policies and practices of the Rathbone Global Sustainability Fund can be found at: rathbonefunds.com.

Professional Paraplanner Awards 2020 Winner.

Record numbers of paraplanners voted Rathbones as Best Outsourced Investment Firm in the Professional Paraplanner Awards– reclaiming the accolade from Brooks McDonald, after previously winning in 2018.

Rathbone Strategic Growth Portfolio wins at the City of London Wealth Management Awards (COLWMA) 2020.

Winners of a COLWMA accolade are decided by an online public vote, where the investing public is invited to share their thoughts and testimonies regarding the quality of service and product in the UK’s investment sector. Due to the Rathbone Strategic Growth Portfolio’s strong five-year performance, as well as the public support it received, it was shortlisted amongst funds such as the Brooks Macdonald Defensive Capital Fund and the Charles Stanley Monthly High Income Fund. The winning trophy was presented to us during a ceremony at London’s Guildhall on 4 March 2020.

Money Observer - Best SRI Fund 2019

The Rathbone Ethical Bond Fund has been awarded the ‘Best Ethical SRI - Bond’ at the Money Observer Fund Awards 2019  in June 2019.   Head of fixed income and fund manager Bryn Jones has previously won this award in 2017, 2016 and 2015.

The Awards recognise and reward consistent top quartile performance and achievement and form a fully independent, rigorous, statistical and qualitative assessment that identifies the best fund in each category. 

Citywire Best UK Fund Group 2019

Rathbone Unit Trust Management are delighted to be awarded ‘Best Group’ in the category for ‘Sterling Corporate Bond’ at the ‘Citywire Best UK Fund Group Awards 2019’.  Other nominees shortlisted included BlackRock, BMO Global Asset Management, Columbia Threadneedle Investments and Schroders. These awards are based on funds are available for sale in the UK that have produced stellar outperformance in recent years. They cover 13 investment sectors across bonds and equities.

Citywire UK Wealth Service Awards 2019

Rathbone Unit Trust Management are delighted to be awarded ‘Most Accessible Fund Managers’ category for the second consecutive year.   We were also shortlisted as finalists in the categories for the ‘Best Reporting and Manager Comment’ and ‘Speed of Information Delivery’.  The awards are voted for by wealth managers and advisers from across the UK.

Investment Week Fund Manager of the Year 2019

Bryn Jones, Rathbones fixed income director and his fixed income team who have been shortlisted as finalists in the Investment Week Fund Manager of the Year awards for 2019. The two categories are ‘Judges Choice for Fixed Income’ (Rathbone Ethical Bond) and the ‘Sterling Strategic Bond’ (Rathbone Strategic Bond). In 2018 Bryn was awarded the Judges’ Choice for Fixed Income for their work on the Rathbone Ethical Bond Fund. The awards will celebrate the outstanding achievements of fund managers who are shaping the future of the investment industry. 

City of London Wealth Management Award: Best Fund 2019

The 2019 City of London Wealth Management Awards were held at the Guildhall on 14 March.  The Rathbone Global Opportunities Fund was the winner in the category for ‘Best Fund’ 

The City of London Wealth Management Awards, (COLWMA), are hosted by Goodacre UK, a leading specialist business and technology consultancy.  The awards recognise and promote quality of service from Wealth Management companies and individuals.   

Money Observer Rated Funds 2019

The Rathbone Ethical Bond; Rathbone Income Fund and Rathbone Global Opportunities Fund receive a 2019 ‘Rated Funds’ accolade from ‘Money Observer rated Funds’.  This is based on consistently delivering superior returns against their peer group over at least three years.  Other factors taken into consideration included manager track record and income yields (where relevant).

Investment Life and Pensions Moneyfacts Award 2018

Rathbone Unit Trust Management were nominated in two categories: 'Best Ethical Investment Provider' and 'Best Investment Service'

This award is based on nominations from the adviser community, based on their their top three providers across the full range of protection, retirement and investment products.  Each provider's product pricing and features were examined during the preceding 12-month period.

FT Adviser Investment 100 Club Awards 2018

We are proud to announce Bryn Jones, was awarded 'Sterling Corporate Bond Fund of the Year' for the Rathbone Ethical Bond Fund, on 11 October 2018, at FTAdviser's Investment 100 Club Awards 2018. The Rathbone Ethical Bond Fund is one of 20 elite funds recognised for delivering strong five-year returns.

Citywire's UK Fund Manager Awards 2018

Citywire UK fund manager awards recognises those individuals with the highest risk-adjusted returns over three years to 31 May

It also rewards the depth of talent that sits at the core of the best asset management houses. The groups that qualified go through the Citywire Group Ratings methodology, covering a seven year period.

Rathbones, David Coombs, AA Citywire rated has won the 'Mixed Asset - Absolute return' category, for the Rathbone Multi-Asset Strategic Growth Portfolio, for the second consecutive year.

Winner of the Fund Manager of the Year awards 2018 
Judges Choice, Fixed Income

At the Investment Week Fund Manager of the Year awards 2018, Bryn Jones, (Fixed Income Director and manager of the Rathbone Ethical Bond Fund) and his team won the Judges’ Choice for Fixed Income for their work on the aforementioned fund. Presented by comedian and broadcaster Sandi Toksvig on Thursday 5 July at London’s Grosvenor House, this is an extremely prestigious award and thoroughly deserved. Having been shortlisted a number of times this is overdue recognition.

Bryn’s Rathbone Strategic Bond Fund was shortlisted in its sector category.

Women in Finance Awards 2018

We are please to announce Rathbones, Fund manager Alexandra Jackson was shortlisted as a 2018 finalist. The Women in Finance Awards is Europe’s largest diversity initiative, recognising the high-achievers, advocates, and role models for women in the sector.

Rathbones awarded best Ethical SRI - Bond

The Rathbone Ethical Bond Fund has been awarded the ‘Best Ethical SRI - Bond’ at the Money Observer Fund Awards 2018 on 28 June 2018.   Head of fixed income and fund manager Bryn Jones has previously won this award in 2017, 2016 and 2015. 

The Awards recognise and reward consistent top quartile performance and achievement and form a fully independent, rigorous, statistical and qualitative assessment that identifies the best fund in each category. 

Asset TV audience choice awards 2017

Asset TV audience choice awards 2017

We are proud to announce that our Masterclass on 'Brexit: the Investment Implications' with Rathbones, David Coombs - Head of Multi-Asset Investments, was awarded the Asset TV audience choice awards on 22 August 2017.  

Fund manager of the year 2017 - finalists revealed

The Rathbone Ethical Bond Fund (in the IA Sterling Corporate Bond sector) and Rathbone Income Fund (in the IA UK Equity Income sector) have been shortlisted at the forthcoming Investment Week Fund Manager of The Year Awards 2017.  The awards will be held on Thursday 6th July 2017 at the Royal Albert Hall.

The awards recognise the outstanding achievements of fund managers who are shaping the future of the investment industry.

Citywire UK awards 2017

Fund Manager, David Coombs has been awarded the ‘Best Manager’  in the Mixed Assets - Absolute Return GBP sector at the Citywire UK Awards 2017.

The Citywire UK Awards recognise the top managers, generating the highest risk-adjusted returns, in 15 key sectors over the past three years to 31 December 2016.