Welcome to Rathbones

Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK

Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager. Read the market announcement here.

MyRathbones

Register today for MyRathbones to enjoy the safe, secure view of your investments in one easily accessible place. MyRathbones is your secure digital connection to Rathbones and your investments with us.

Providing an online companion to the relationship between you and your investment manager, you can access MyRathbones at any time via your laptop, desktop, tablet or smartphone — whichever suits you best.

Our engagement action plan for 2023

Our engagement action plan explains the priority topics on which we’ll engage companies in 2023, including climate change, modern slavery and the governance of smaller companies.

Building a more sustainable future

Buildings matter. We spend the vast majority of our lives in them – whether that’s in our homes, when we go out, in the office or on the factory floor. Vast resources are spent making, powering and heating them, creating a huge carbon footprint. For humanity to win the fight against climate change, buildings and the way they’re made have to change dramatically.

The cloud revolution

The cloud is the most important yet least understood trend in IT. With cloud services touching virtually every aspect of our lives behind the scenes, you may find it surprising that companies have so far only redirected a small fraction of their IT budgets to the cloud. We believe there is much more to come.

Rathbones Inspire

As part of the UK’s diverse community of entrepreneurs, we are here to support you throughout your growth journey and help you to achieve your ambitions.

Rathbones Inspire is designed to give entrepreneurs and their leadership teams the opportunity to engage with like-minded peers, gain invaluable insights, access experts, and build new connections to strengthen their businesses. It brings together a powerful community of entrepreneurs, family businesses, investors, and leading subject matter experts.

Responsible investment at Rathbones

Our video on responsible investment outlines the challenges facing people and planet and how these can affect the value of investments. The animation also explains how we approach responsible investment. We set out our four principles that help us address these problems, identify the opportunities and show the action we’re taking: ESG integration, engagement with consequences, voting with purpose and transparency.

Latest articles

Latest events

Summer soirée

29 June 2023 - 17:30 to 29 June 2023 - 20:30

Join us for summer drinks and canapés on the terrace at Malmaison Liverpool on Thursday 29 June.

We're thrilled to be holding our summer soirée at the newly refurbished waterside Malmaison hotel this year. Come and enjoy free flowing drinks, delicious canapés and river views in a relaxed atmosphere - the a perfect setting for informal networking with lawyers, accountants and the Rathbones team.

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Investment Insights webinar with Q&A: Will markets recover before year end?

11 July 2023 - 12:30 to 11 July 2023 - 13:00

It’s been another turbulent year in the markets so far, and big question marks remain over the outlook for the rest of this year. Join us for our next quarterly Investment Insights webinar to hear our views on some of these key questions still facing investors as we head into the second half of the year. At this online event you will have an opportunity to interact with our co-chief investment officer, Edward Smith, head of equities, Sanjiv Tumkur, and head of client development, Ian Dembinski.

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Financial awareness for young people

10 August 2023 - 18:00 to 10 August 2023 - 19:30

Our financial awareness course, delivered virtually by Rathbones’ investment managers, is designed to help young people take control of their finances, providing them with the knowledge and skills to build a secure financial future. In this 90 minute session we’ll cover the following topics:

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