- Rathbones Group reported total funds under management and administration (FUMA) of GBP108.8 billion, slightly down from GBP108.9 billion in the previous quarter.
- The company experienced net outflows of GBP891 million in the Wealth Management division.
- Gross outflows were influenced by the completion of the Saunderson House migration, along with various macroeconomic and specific industry factors.
- Rathbones highlighted the potential for upcoming taxation changes in the future budget, viewing this as an opportunity to actively engage with clients.
- Despite challenges, the company noted the resilience of gross inflows, maintaining relatively stable net flows.
- Investment community sentiment towards Rathbones includes 3 buy ratings, 4 hold ratings, and 1 sell rating.
A look at Rathbone Brothers Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 5 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Investment analysts are optimistic about the long-term outlook for Rathbone Brothers PLC, an independent investment and wealth management provider. Smartkarma Smart Scores indicate a solid overall performance for the company, with a strong resilience score of 5 suggesting the company’s ability to weather market challenges. Additionally, Rathbone Brothers scored well on momentum, indicating positive market trends supporting its growth.
While the company received moderate scores in value, dividend, and growth factors, Rathbone Brothers‘ diverse services including discretionary management, unit trusts, and financial advice position it well for sustained performance. With offices spread across the United Kingdom and Jersey, Rathbone Brothers appears well-poised to capitalize on opportunities in the investment and wealth management sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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