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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25 November 2025
£100k tax trap to hit 2.3m taxpayers by 2029
Frozen thresholds will push 2.3m workers into the £100k tax trap by 2029, facing steep marginal rates and major childcare benefit losses.
20 November 2025
Rathbones urges investor action on sustainability at first Group-wide Responsible Investment Summit
Rathbones, one of the UK’s leading wealth and asset management groups, today underscored its commitment to creating long-term, values-driven wealth through responsible investment at its inaugural Group-wide Responsible Investment Summit in London, delivered by Rathbones Greenbank, Rathbones’ specialist responsible investment team.
12 November 2025
Probate delays forcing charities to sell assets and cut services
Senior charity executives have warned that almost nine in 10 charities (87%) are being forced to sell assets and cut back on services as a result of continued delays in probate grants.
12 November 2025
Rathbones Strengthens Group Executive Leadership for Next Phase
Rathbones Group, one of the UK’s leading wealth and asset management firms, is bringing new talent into its leadership team to build on its successful integration with Investec Wealth & Investments UK (IW&I) and deliver growth as a leader in UK wealth.
10 November 2025
One in eight business chiefs set to leave UK
The leaders of one in eight (12%) small and medium-sized enterprises (SMEs) - equivalent to around 680,000 businesses out of the UK’s 5.67 million - are actively planning to relocate themselves, their businesses, or both due to the current tax burden, according to a new poll by Rathbones, one of the UK’s leading wealth and asset management groups.
5 November 2025
Rathbones CEO urges government to back those building prosperity
A plea to the UK government to back investors and entrepreneurs with pro-growth tax, pension, housing, and investment reforms to build prosperity.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.