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About us
We are a top 3 UK wealth manager and we’ve been helping plan and invest for generations. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.
Today, our clients and investors feel confident knowing they’re backed by the strength and stability of a FTSE 250 company. The high standards we set, our commitment to doing the right thing, and the lasting relationships we build - all contribute to the consistently strong results we deliver over time.
Top 3 by Funds under Management as at December 2024 reported by Platforum, 2025
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Our Services
Find the right service for you
Wealth management
Wealth management combines the benefits of both our Financial Planning and Investment Management expertise. It is a comprehensive and personalised solution for those needing support in both areas.
While it’s possible to access either service on its own, combining the two enables us to take a more integrated approach to managing your wealth, giving you the reassurance that you’re in safe hands across all aspects of your finances.
This could be right for you if you are looking to:
- Plan for retirement
- Manage inheritance tax
- Invest as tax efficiently as possible
- Manage risk in your portfolio
- Exclude certain unethical industries or areas
- Comply with your employer’s investment restrictions
- Get support from a dedicated team who understands your needs
Investment management
This service offers a strategy tailored to your goals and risk tolerance. We actively manage your investments, allowing you to focus on what matters most to you. Our proactive approach enables us to seize market opportunities swiftly, potentially enhancing your returns while effectively managing risk.
If you require international investment management to manage your portfolio, we can offer accounts managed by an investment manager either based in Jersey, Guernsey, or the UK.
This could be right for you if you are looking to:
- Invest as tax efficiently as possible
- Manage risk in your portfolio
- Comply with your employer’s investment restrictions
- Exclude certain unethical industries or area
- Get support from a dedicated investment manager who understands your needs
In particular, this service could be ideal if you are a charity trustee or a financial adviser looking for an investment specialist to help your organisation or your clients.
Financial planning
Our team of financial planners can help you understand your finances and plan for the unexpected.
We will start by getting to know you and your goals. Using this information, your financial planner will work with you to create clear financial goals to work towards, while helping keep things simple so you can focus on what matters.
This could be right for you if you are looking to:
- Plan for retirement
- Reduce your tax bill
- Manage inheritance tax
- Comply with your employer’s investment restrictions
- Get support from a dedicated financial advisor who understands your needs
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
Our purpose
Invest well. Live well
When you’re with Rathbones, you get more than results.
We build your plan around you and your goals and give you ongoing support when you need it. You also get the confidence from being with a FTSE 250 company that's committed to high standards and always doing the right thing.
It’s why more half of our clients have stayed with us for over 15 years.
As at July 2025
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Information for investors
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Rathbones careers
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