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 aims 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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28 July 2025
Rathbones launches ‘true active’ model portfolio service range
Rathbones launches ‘true active’ model portfolio service range
- First fruits of newly integrated wealth managers: new Rathbones’ MPS is the first enhanced investment offer delivering benefits of the company’s successfulcombination with Investec Wealth & Investment.
- Truly active: the suite of seven MPS portfolios uses three in-house funds which will be launched exclusively for these investment solutions.
- Actively managed portfolios at a competitive price: 0% discretionary fund manager fee and ongoing charges capped at 0.5%.
- The underlying funds are managed by renowned fund manager David Coombs from
17 July 2025
Why Golden age of UK property investment is over
Rathbones research shows UK property returns now lag inflation, while global equities have delivered significantly stronger returns since 2016.
17 July 2025
Rathbones Asset Management strengthens board with new iNED
Rathbones Asset Management appoints Julian Ide as iNED, strengthening leadership as its sustainable multi-asset range earns SDR labels across all funds.
19 June 2025
Richer ageing population fuels rising demand for tailored investment support
A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.
17 July 2025
Rise in personal wealth actively managed by financial advisers gathers pace
Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.
17 July 2025
Active is outperforming passive on fixed income but being outsold
Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
