Rathbone Brothers Plc - Company Capsule by ICDResearch

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									Rathbone Brothers Plc

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Rathbone Brothers Plc - Company Capsule

Reference Code: FS0103CC
Published Date: April 2011




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Rathbone Brothers Plc - Company Capsule                                             Page 1
Rathbone Brothers Plc

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Rathbone Brothers Plc - Company Overview

Rathbone Brothers Plc (Rathbone) is an independent private client investment and wealth management companies in the
UK. The company, through its subsidiaries, is engaged in providing investment management services and related
professional advisory services to private individuals, trustees, charities, pension funds, and the professional advisers. It
offers discretionary investment management, unit trusts, tax planning, trust and company management, pension advice,
and private banking services. The company also provides investment services and advisory stock broking services; and
taxation services. The company operates through three operating divisions, namely, Investment Management Division,
Unit Trusts Division, and Trust and Tax Division. It operates in London, Birmingham, Bristol, Cambridge, Chichester,
Edinburgh, Exeter, Kendal, Liverpool, Winchester, and St Helier, Jersey. Rathbone is headquartered in London, UK.


Financial Performance

The company reported revenue of GBP 125.67 million during the fiscal year ended 2009. The company's revenue
declined at a compounded rate of 15.37% during the period 2007-2009 with a year on year decline of 28.34% over fiscal
year 2008. During the fiscal year 2009, its operating margin was 23.45% as against the operating margin of 24.12% in
fiscal year 2008. During the fiscal year 2009, the company registered a net margin of 15.62% as against the net margin of
10.83% in the fiscal year 2008.




Rathbone Brothers Plc - Key Facts

Rathbone Brothers Plc, Key Facts

                                  159 New Bond Street, London, ,
                                                                    Ticker Symbol, Stock       RAT (London Stock Exchange
Corporate Address:                W1S 2UD, United Kingdom                                      (LON))
                                                                    Exchange



Telephone                          + 44 20 73990000                 No. of Employees           681



Fax                                + 44 20 73990011                 Financial Year End         December



URL                               www.rathbones.com                 Revenue (in GBP Million)   125.67



Industry                          Financial Services                Revenue (in USD Million)   196.36



Locations                         United Kingdom

Source: Annual Report, Company Website, Primary and Secondary Research




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Rathbone Brothers Plc - Company Capsule                                                                             Page 2
Rathbone Brothers Plc

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Rathbone Brothers Plc - Major Products and Services

Rathbone Brothers Plc is a provider of investment and wealth management services. The key services of the company
include the following:

Rathbone Brothers Plc, Major Products and Services
Services:

Investment Management:

Investment Process

Communication

Self-Invested Personal Pensions

Tax Efficiency

ISAs

VCTs

Portfolio Services

Banking Services

Charities

Investment Issues

Ethical Considerations

Support for Trustees

Ethical Investment

Offshore Portfolios

Tax and Trusts:

Taxation

Trust Services

Family Office

Probate

Pensions:

SIPPs

The Rathbone SIPP

Retirement Income

Investment Management

Unit Trusts
Source: Annual Report, Company Website, Primary and Secondary Research




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Rathbone Brothers Plc - Company Capsule                                                                     Page 3
Rathbone Brothers Plc

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Rathbone Brothers Plc - Key Competitors

The following companies are the major competitors of Rathbone Brothers Plc:

The Clarkson Hill Group Plc

Charles Stanley Group plc

Close Brothers Group plc

Rensburg Sheppards Plc

Hargreaves Lansdown PLC




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Rathbone Brothers Plc - Company Capsule                                             Page 4
Rathbone Brothers Plc

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Rathbone Brothers Plc - Key Employees


Rathbone Brothers Plc, Key Employees


           Name                            Job Title                      Board Level     Since   Age


Andrew Morris              Director                                 Executive Board       2000    45


Andy Pomfret               Chief Executive Officer, Director        Executive Board       2004    49


Caroline Burton            Director                                 Non Executive Board   2003    60


David Harrel               Director                                 Non Executive Board   2007    61


Ian Buckley                Director, Chief Executive, Trust Division Executive Board      2001    59


John May                   Director                                 Non Executive Board   2007    54


Kate Avery                 Director                                 Non Executive Board


Kathryn Matthews           Director                                 Non Executive Board


Mark Powell                Chairman                                 Non Executive Board   2008    64


Oliver Corbett             Director                                 Non Executive Board   2006    45


Paul Chavasse              Chief Operating Officer, Director        Executive Board       2001    44


Paul Stockton              Group Finance Director                   Executive Board       2007    44


Richard Lanyon             Head Investment Management, Director Executive Board           1996    58


Richard Smeeton            Director                                 Executive Board       2000    45

Source: Annual Report, Company Website, Primary and Secondary Research




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Rathbone Brothers Plc - Company Capsule                                                                Page 5
Rathbone Brothers Plc

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Rathbone Brothers Plc - Locations and Subsidiaries

Head Office

Rathbone Brothers Plc
159 New Bond Street
London
Zip: W1S 2UD
United Kingdom
Tel: + 44 20 73990000
Fax: + 44 20 73990011



Other Locations & Subsidiaries

Rathbone Brothers Plc, Subsidiaries

Rathbone Investment Management Limited
159 New Bond Street
London                                                              Rathbone Pension & Advisory Services Limited
Zip: W1S 2UD                                                        United Kingdom
United Kingdom
Tel: + 44 0 20739900
Fax: + 44 0 73990011


Rathbone Trust Company Limited
159 New Bond Street
London                                                              Rathbone Trust Company B.V.
Zip: W1S 2UD                                                        Netherlands
United Kingdom
Tel: + 44 0 20739900
Fax: + 44 0 20739900


Rathbone Unit Trust Management Limited                              Rathbone Stockbrokers Limited
United Kingdom                                                      United Kingdom




Rathbone Bank (BVI) Limited
British Virgin Islands


Source: Annual Report, Co
								
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