Alanna Mok
Trust Manager
Carol Xi
Senior tax manager
Tracey Hazell
Trust manager
Jon Perree
Senior Trust manager
Bruce Newbigging
Director
Alex Richmond
Director
Rachel Lewis
Tax manager
Kerry Roberts
Director
- Who we help Who we help
We help a wide range of clients invest well so that they can focus on what matters
Who we help- Individuals and families
Focusing on you and your individual goals
- Entrepreneurs and business owners
Helping turn the success of your business into financial security for your family
- Financial advisers
Working with you, for your clients.
- Charities
Helping charities invest in line with their mission and values
- Professional partners
We work with lawyers, accountants and other professionals.
- Individuals and families
- Our services
- Investment management
Looking for someone to create an investment portfolio for you?
- Wealth management
Our combined investment and planning service for a holistic approach to your finances
- Financial planning
Need help reorganising your finances and planning for the future?
- Asset Management
Looking to invest in a fund? See our full range
- Tax and trust
Helping you pass on your wealth, manage a trust or gift to charity
- Greenbank sustainable investing
Looking for investments that align with your values? See our sustainable investment options
- Investment management
- About us
- Careers
Learn more about what it’s like to work at Rathbones, and search our current vacancies
- Corporate governance
Explore our reports and accounts which ensure we comply with the UK Corporate Governance Code
- Investor relations
Find the Rathbones plc financials, investment case and key events
- Media centre
Read the latest Group news
- Our purpose
Our driving purpose is to help more people invest well, so they can live well
- Responsible business
We believe in doing the right thing for our clients and for others too
- Careers
- Insights
- Financial planning
Explore a range of topics affecting your finances, from retirement planning to the latest legislative changes
- Investing
Read about the key investment themes affecting global markets
- Podcasts
Listen to our specialists in one of our podcasts: Inspired sounds, Inspired minds, or Financial planning unlocked
- Responsible investing
Explore our articles, reports and events on Responsible Investment
- Financial planning
- Contacts Contacts
Whether you have a question about our services, or need to talk someone specific, we can help
Contacts- Our offices
Find your local Rathbones office. We have 21 across the UK and Channel Islands.
- Our people
Find the contact details for your Rathbones team by searching our people’s directory.
- Let's talk
Our team will be in touch to help you book a no obligation consultation with an adviser.
- Other contacts
Need to contact us about something else? Here you'll find all the options
- Our offices