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Last Updated: January 13, 2026
How our financial planning services can help you
Last Updated: January 13, 2026
If you decide to engage us, we will explore the issues in detail. We’ll begin by asking about your preferences and checking how other parts of your finances might link with the matter in hand.
Investment process
Last Updated: January 13, 2026
Our investment process combines expert research, strategic asset allocation and tailored portfolio design - backed by strong governance and oversight.
Rathbones and Scottish Ballet
Last Updated: January 26, 2026
Supporting Scottish Ballet’s bold new work, Rathbones helps inspire audiences, nurture talent, and create innovative performances for the future.
Our trust and tax team
Last Updated: January 13, 2026
Meet the team and start planning for your future.
Responsible investment governance
Last Updated: January 13, 2026
Oversight of responsible investment starts with our board of directors, which is responsible for setting the right tone for the business.
Individuals and families
Last Updated: January 13, 2026
Investment management for individuals, couples and families
Dealing and Best Execution Policy
Last Updated: January 29, 2026
Learn how we ensure fair, transparent, and best-price execution of client investment orders, following strict regulatory standards and regular reviews.
Charity publications
Last Updated: January 13, 2026
Explore Rathbones’ latest charity publications including research, insights, and guidance designed to support trustees and charity professionals
Investment Management for Individuals
Last Updated: January 13, 2026
We have carefully selected a range of straightforward and globally diversified portfolios.
Interest rates
Last Updated: January 29, 2026
See the interest rates we pay on cash that clients hold with us.
Paul Whyman
Last Updated: August 4, 2025
I'm a divisional director and team leader in our London office.