Our combined investment and financial planning services allow us to look holistically at your finances. We will work together to help achieve the investment outcomes you need, whilst planning for the future should the unexpected happen.
We started life as a family-run timber merchant, and by 1912 focused solely on managing our clients’ wealth. Today, we’re a top 3 UK wealth manager, with over 20 offices across the UK and Channel Islands.
We're also proud to support our wider community through initiatives like the Rathbones Group Foundation.
Our story is still being written – and we’re excited to help our clients shape theirs too.
Top 3 by Funds under Management as at December 2024 reported by Platforum, 2025
Doing the right thing is about more than results – it’s part of who we are.
It’s reflected in the one-step-further service we provide from day one and beyond. Making clients’ lives easier today is just as important as delivering great results tomorrow.
It’s also shown in the way we invest – with integrity – integrating responsible investing principles into our process for decades. And because we believe others should benefit from our success too, we donate a percentage of our pre-tax profits through the Rathbones Group Foundation.
We look after individuals, families, and charities – providing services that include financial planning, investment management, and specialist trust advice. We also support financial advisers with investment solutions, funds and portfolio services – helping them deliver great outcomes for their own clients.
The sound business decisions we make aim to deliver consistent value for our shareholders - as well as strengthen the trust that clients have in us.
We take time to get to know our clients personally – then deliver a holistic plan and support that’s built around them. The successful relationships we build often last across generations.
Putting people first is just as important inside Rathbones. We aim to be an inspiring workplace for our colleagues – creating an inclusive and nurturing culture. Through Rathbones Inspire, and supporting organisations like GAIN and Future Asset, we’re also passionate about supporting tomorrow’s wealth creators, today.
Our three strengths
Rathbones Group provides a truly end-to-end service for all our clients and partners - something few investment managers can match. We’re able to do this through a range of financial services that our three key business areas offer.
Asset Management
Rathbones Asset Management has a wide range of investment fund solutions which aim to meet your growth and income needs.
Sustainable investing
Our sustainable investment business was established in 2004 as one the UK’s first tailored ethical portfolio services. Greenbank strives to be the natural home for people who want to align their investments with the change they want to see in the world.
Latest Rathbones news
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29 January 2026
Rathbones moves to optimise operations
Rathbones Group, one of the UK’s leading wealth and asset management firms, is extending its relationship with Salesforce as part of a broader move to streamline internal operations.
22 January 2026
December inflation blip highlights uneven road to price stability
Inflation’s fall has hit a bump, but cost‑of‑living support may ease pressures soon, while mixed economic signals delay early rate‑cut decisions.
22 January 2026
Rathbones commits to grow Vision with new CEO
Rathbones renews its commitment to Vision IFP, appointing Phil Towner as CEO in April as Zoe King retires, with plans to invest and grow the adviser network.
21 January 2026
Growing international wealth mobility posing new risks, warns Rathbones
High net worth individuals risk financial losses as global wealth mobility intensifies cross border complexity, Camilla Stowell, CEO, Wealth at Rathbones, warns
20 January 2026
£100,000+ earners could miss out on £255,000 in pension tax relief
Reclaiming pension tax relief can add up to £160k or £128k over 20 years for additional and higher rate taxpayers on a £10,000 contribution at 5% growth, with contributions increasing by 2% per year
19 January 2026
'Further market volatility to come - even if Trump backs down'
John Wyn-Evans, Head of Market Analysis at Rathbones, one of the UK’s leading wealth and asset management groups, comments on the impact on markets from Trump's threats on Greenland
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.