RATHBONE BROTHERS PLC (RAT) Shares
ABOUT RATHBONE BROTHERS PLC
Rathbone Brothers plc is a United Kingdom provider of personalized investment management and wealth management services for private investors and trustees.
This includes unit trusts, trust and company management, discretionary investment management, tax planning, pension advice and banking services.
William Rathbone II, as a Liverpool-based timber business, founded Rathbone Brothers plc in 1742.
The company became a leading trader in cotton from the United States.
In 1841, it became the Liverpool agent for the East India Company. It abandoned its trading operations in the 20th century and focused on financial management.
In 1988, it merged with Comprehensive Financial Services Ltd to form Rathbone Brothers plc.
The company has built up a growing offshore presence, with operations in Jersey and Geneva, Switzerland as well as the British Virgin Islands
In 1995, it bought the investment management firms Laurence Keen and Nielson Cobbold.
The company continued its strong growth in the early 2000s and entered the new century as one of the U.K.’s leading independent investment management banks with over 1 200 employees.
OVERVIEW OF RATHBONE BROTHERS PLC
Rathbone Brothers plc is a U.K. financial provider of investment and wealth management services for private clients, professional intermediaries, trustees and charities. Its services include tax planning, discretionary investment management, trust and company management, unit trusts, pension advice and banking services.
Rathbones manages approximately 29.2 billion British pounds of client funds. Its subsidiaries offer investment management and banking services, trust and tax services, unit trust management, financial planning services, investment support services and pension advisory services.
Its subsidiaries include Rathbone Investment Management Ltd, Rathbone Trust Company Ltd, Rathbone Investment Management International Ltd, Rathbone Unit Trust Management Ltd and Rathbone Pension & Advisory Services Ltd.
VISION & VALUES OF RATHBONE BROTHERS PLC
- The values of Rathbone Brothers plc’s predecessors continue to guide it. The influence of its Quaker heritage is seen in the importance it places on integrity, independence and honesty.
- Ethics are at the center of all its activities. The part played by the Rathbones in the abolition of slave trade is an example of the activism carried on today by its ethical investment business, Rathbone Greenbank, named after the Rathbone family home in Liverpool.
- The company believe in public service, contributing to the improvement of healthcare and education.
- Through its involvement in sport and education, it supports the development of young people across the U.K. Substantial amounts of money for charities is raised by its employees and it contribute its time to a wide range of charitable and civic activities.
- Shareholders who purchase company shares can be assured of the company’s continuous growth.
MARKET PERFORMANCE OF RATHBONE BROTHERS PLC
Rathbone Brothers plc trades on the London Stock Exchange (LSE) and is a constituent of the FTSE 250 Index. The company lists under the stock symbol PAT on the Financial Times Stock Exchange (FTSE).
Total company’s funds reached a record £ 49.2 billion at June 30, 2019. This is an increase of 11.6%. Its interim dividend, in line with its progressive dividend policy, increase by 4.2% to 25p.
Net organic outflows in the first half of the year totaled £ 0.1 billion.
Buy RATHBONE BROTHERS PLC stocks / shares – A Step by Step Guide how to Buy / Purchase RATHBONE BROTHERS PLC Stocks or Shares online.
Before buying any stock or share one has to consider a few factors.
STEP 1: PROPER RESEARCH IS ESSENTIAL
Upon deciding you want to buy RATHBONE BROTHERS PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.
Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.
STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN RATHBONE BROTHERS PLC STOCKS / SHARES
It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.
STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE
Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.
STEP 4: OPEN A BROKERAGE ACCOUNT
A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.
STEP 5: COMMIT AND PURCHASE RATHBONE BROTHERS PLC STOCKS / SHARES
Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out. Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of RATHBONE BROTHERS PLC stocks / shares.
5 Questions to ask yourself before purchasing any stocks or shares.
- Is it the best time to buy this stock / share?
- Should I buy RATHBONE BROTHERS PLC stocks / shares in the current economic climate?
- Can I afford to buy this stock / share?
- What is the forecast of the stock / share growth?
- What is the current price per earning ration on the stock / share?