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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30 October 2025
Cuts to pension tax relief risk £50bn loss of investment
Rathbones warns pension tax relief cuts could drain £50bn from UK funds, hurting investment, growth, and future retirement savings.
24 October 2025
Gender bias undermines meritocracy in financial services
Systemic barriers in finance hinder meritocracy. New research urges inclusive leadership and fair visibility to unlock innovation and drive growth.
17 October 2025
Wealth tax could push £100bn out of UK economy
Rathbones warns a UK wealth tax could drive £100bn abroad, cost £600m to set up, and hurt growth—urging property-based taxes instead.
16 October 2025
31 of 32 FTSE 350 companies comply with UK S54 of Modern Slavery Act after Rathbones Votes Against Slavery engagement
Rathbones coalition drives compliance among FTSE 350 and AIM companies following targeted engagement.
10 October 2025
Clients seeking changes ahead of Budget biggest challenge for two-thirds of IFAs
Two-thirds of IFAs say clients seeking pre-Budget changes are their biggest challenge, as pension and inheritance tax concerns drive a surge in adviser enquiries.
8 October 2025
Rathbones and UKSIF publish new guide to demystify sustainability fund labels
A warning to investors against panic pension withdrawals, with potential for regrets and lost growth as Budget tax fears fuel premature lump-sum exits.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.