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About Us

Exeter Office

Meet the team

Managed by Sarah Tobey, the Exeter office provides wealth management services to the South West of England.

While operating as a local team and with a vast amount of local knowledge, our Exeter office is part of one of the UK’s largest and longest-established wealth management firms. Rathbones is part of Rathbone Brothers Plc, which has a heritage dating back to 1742 and a listing on the London Stock Exchange.

Our services include:

  • Discretionary investment management;
  • Charity investment management;
  • Specialist ethical investment management delivered by Rathbone Greenbank Investments;
  • Self-invested personal pensions; and
  • ISAs

If you would like further information, or to arrange a meeting with one of our investment managers, please call 01392 201 000 or email

Our Exeter office supports The Royal Albert Memorial Museum & Art Gallery, one of Exeter's most visited and respected institutions - Voted Museum of the Year 2012.

Rathbone Investment Management - Ramm


Rathbone Investment Management
The Senate
Southernhay Gardens

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