Rathbones reports robust 2024 results and dividend increase amid IW&I integration

Published 26/02/2025, 13:14
Rathbones reports robust 2024 results and dividend increase amid IW&I integration

Rathbones Group PLC, a leading provider of wealth management services, has announced its preliminary results for the 12 months ending December 31, 2024. The results demonstrate significant growth following the full financial year of the combination with Investec (LON:INVP) Wealth & Investment (IW&I). The Group has seen an increase in operating income, profit, and earnings per share, reflecting the synergistic benefits of the merger.

Financial and Operational Highlights

  • Funds under management and administration (FUMA) reached £109.2 billion at the end of 2024, a 3.7% increase from the previous year.
  • Underlying profit before tax soared by 79.1% to £227.6 million, while profit before tax rose by 72.9% to £99.6 million.
  • The Group delivered cost and revenue synergies well ahead of the first-year target, realizing a run-rate synergy of £30.1 million at the end of 2024.
  • The client consent process for the IW&I combination is nearly complete, with the migration of approximately 55,000 IW&I clients expected by the end of the first half of 2025.
  • Rathbones completed the integration of Saunderson House, enhancing its financial planning capabilities.

Dividend and Shareholder Returns

Rathbones announced an interim dividend of 30p and proposed a final dividend of 63.0p per share for 2024, representing a 6.9% increase compared to 2023. The total dividend for the year amounts to 93.0p per share. The proposed final dividend is subject to shareholder approval at the 2025 Annual General Meeting.

Outlook and Guidance

Looking ahead, Rathbones is focused on achieving an underlying operating margin of 30% from September 2026, despite ongoing inflationary pressures and the anticipated impact of National Insurance Contributions from April 2025. The Group remains committed to driving long-term shareholder value, maintaining a disciplined approach to managing shareholder capital, and reviewing its capital allocation policy following the migration of IW&I onto a single operating platform later this year.

Investor Relations

For further information, investors can contact Paul Stockton, Group Chief Executive Officer, Iain Hooley, Group Chief Financial Officer, or Shelly Patel, Head of Investor Relations.

Based on a press release statement, Rathbones Group Plc is well-positioned to navigate industry challenges and capitalize on growth opportunities as it continues to enhance its services and investment processes.

(Note: This article is based on a press release statement and does not contain any speculative or forward-looking statements beyond those made by the company’s executives. It does not endorse claims of being the "first," "leading," or "best" and provides a balanced view without promoting the press release or the company.)

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