The Schools: Somersham Primary, Holywell CoE Primary & Jeavons Wood Primary

We were excited today to host our second ever Enabling Enterprise competition in Cambridgeshire. After an overwhelming response from local schools it was fantastic to be able to welcome pupils from three different primary schools across the region. They arrived with little knowledge of what to expect but it was clear to see that they were all Aiming High and determined to make their school proud.

The Business: Rathbones, Cambridge

Today, Rathbones is one of the UK’s leading providers of investment management services for private clients, charities and professional advisers. In 1742, William Rathbone II founded the business as a Liverpool-based timber trading business. In the early 20th Century, trading operations were ceased. Over time, the organisation shifted towards a focus on tax and trust services, investment management and financial planning, offering the perfect context for today’s exciting business trip activity.

The Challenge: Trading Triumphs

Today’s challenge saw teams of students becoming investment managers for their client, scientist Dr Taylor, who placed her trust with each team to help her make a large return on her £25,000 initial investment. With a focus on Problem Solving and Staying Positive, the teams were really keen to make as much money as possible for Dr Taylor. Each group used their Listening Carefully skills to make notes on Dr Taylor’s personal needs before conducting research into four different companies they could potentially invest her money in. Teams were supported by a set of fantastic volunteers from the Rathbones offices: Joel, Lou, Colleen and Ben.

The Results:

After spending some time getting to know the volunteers, teams explored the offices at Rathbones asking Investment Managers all about the Enterprise Skills they used in their day to day roles. It was clear throughout the different trading rounds that everyone had listened carefully to their advice, considering not only those companies that would be successful but also those that their client would want to invest in. On top of that, teams thought about how much risk they were willing to take on behalf of their client and luckily it paid off!

The teams walked away proud of their achievements, not only the sizable return on the initial investment from Dr Taylor but also, for Problem Solving to make wise investment decisions and Staying Positice despite a few financial set-backs. Teachers from the schools recognised the skill development, handing out special awards for Leading, Using Imagination and Working in a Team.

What they said:

  • “The activities were well pitched for the age of the children and the activities were clearly centred around the skills.” – Teacher, Somersham Primary
  • “Today has been a valuable opportunity to work alongside real people from the world of work.” – Teacher, Holywell CoE Primary
  • “The students have gained aspiration and inspiration from this experience. They have really benefitted from entering the corporate environment.” – Teacher, Jeavons Wood Primary
  • “It’s a really great way to spend the day for me and these skills are definitely what I want my children to be developing in school” – Volunteer, Rathbones
  • “If I was offered a job as an investment manager now, I’d definitely take it!” – Student, Somersham Primary
  • “We have really used our Problem Solving skills today. I think we could definitely work here one day.” – Student, Holywell CoE Primary
  • “It’s okay if our shares went down, because it’s all about the teamwork.” – Student, Jeavons Wood Primary

Thanks to Rathbones for such a great trip day, and to Years 5 & 6 from Somersham Primary, Holywell CoE Primary & Jeavons Wood Primary for coming along.

Enabling Enterprise are working in partnership with schools and businesses to support students to build enterprise skills and aspirations. Find out more by contacting us or visiting

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