Wealth Manager of the Year 2026
We offer financial planning and investment advice to help you make confident decisions with your money.
We take a personalised approach – and it’s one our clients value, with more than half choosing to stay with us for over 15 years, and nine in ten feeling more confident about their future with us.
Thanks to results like these, we’ve earned an Excellent rating on Trustpilot and were named Wealth Manager of the Year 2026 by City AM.
Our services
Investment advice shaped around you
Financial Planning
Investment Management
Wealth Management
How it works
Becoming a Rathbones client is straightforward, and our dedicated team are here to help from start to finish.
1. We get to know you
Fill out the form to book an introductory call so we can match you with the right adviser – at no cost to you.
2. We build your plan
Your adviser works with you to create a personalised investment approach based on your goals and situation.
3. We manage it for you
Your adviser actively manages your investments, adjusting your plan as the markets and your priorities change.
4. We support you over time
You have always-on support from your dedicated adviser and 24/7 access to your investments’ performance.
I could not ask for better peace of mind. An email or call with my adviser, and my concerns are all addressed.
Our reviews
What our clients say about us
MyRathbones, our digital platform
A clear view of your investments, wherever you are
MyRathbones is our secure online portal and app, designed to give you a clear view of your investments.
Track performance, access key documents and stay up to date, whenever it suits you.
You can also contact your investment team directly, all in one place.
Our awards
Industry-leading wealth management
Winner: Wealth Management company of the year
City AM awards 2026
Winner: Best Discretionary Fund Manager
Investment Life & Pensions MoneyFacts Awards 2025
Winner: Best Digital Experience at scale
Acquia Engage award 2026
Make an enquiry
Start your journey to find your adviser
Complete this form and we’ll call you back at a time that suits you to discuss how we can help. A typical Rathbones clients has at least £300,000 in investible assets, including pensions not including property.
Our services
Find the right service for you
Investment funds
Rathbones Asset Management offers a comprehensive range of investment capabilities across multiple asset classes including equities, fixed income, emerging markets and multi-asset solutions.
This could be right for you if:
- You want to invest in an actively managed fund
- You don’t need a dedicated relationship manager
- You are comfortable making your own investment decisions
Sustainable investing
Greenbank is Rathbones’ dedicated ethical and sustainable investment management service for individuals and families, trusts and charities.
Greenbank have over 20 years’ experience in sustainable investing and focus on building portfolios which positively align clients’ sustainability preferences with their investment needs.
This could be right for you if you are looking to:
- Work towards your financial goals, without compromising your values
- Use your investments as a force for good
- Get support from a dedicated investment manager who understands your needs
In particular, this service could be ideal if you are a charity trustee looking for industry leading sustainable investment management.
Trust and tax
Make the right plans now and you can enjoy the peace of mind that your finances are looked after, both during your lifetime and beyond.
You can speak to someone straight away – someone who understands your needs and has everything to hand. With our offices in London and Liverpool, it’s easy to come to us – or if you prefer, we’ll come to you.
This could be right for you if you are looking to:
- Manage a family trust
- Find a corporate executor
- Get help with annual tax compliance
- Reduce inheritance tax
- Set up a new trust
- Make a philanthropic gift
- Get support from a dedicated advisor who understands your needs
Personal Injury and Court of Protection
We help clients who have received personal injury compensation to invest their money well.
Getting to know our clients (and often their representatives), we build an investment portfolio which meets their unique goals, making sure there is flexibility and enough liquidity to cover any spending and to act as a contingency fund. Whether we’re working with clients, deputies or trustees, our services are built on sound investment management, provided by a dedicated specialist team.
That’s why our team is trusted to manage over £2bn for our clients across the UK.
This could be right for you if you are looking to:
- Invest a compensation award
- Receive a regular income from a compensation award
- Invest as tax efficiently as possible
- Manage risk in your portfolio
- Exclude certain unethical industries or areas
- Get support from a dedicated advisor who understands your needs
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