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 one of the largest wealth managers in the UK, 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.
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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16 September 2026
HMRC savings stats: Cash remains king despite growing appetite for investing
ISA subscriptions surged in 2024/25, led by cash savings, while rising Stocks & Shares ISA uptake points to a gradual shift towards investing.
15 September 2026
Over one in four Britons believe stocks and shares are too risky
More than a quarter of Britons view investing as too risky, while gaps in knowledge and confidence continue to deter participation despite growing appetite to invest
9 September 2026
Rathbones announces successful issue of new £60 million Tier 2 notes
Rathbones has issued £60 million of tier 2 debt to maintain the efficiency of the Group’s capital structure and for general corporate purposes.
7 September 2026
Four in ten affluent women lack confidence in their retirement income plans
Rathbones research finds affluent women are less confident than men about turning wealth into retirement income, exposing a major advice gap.
2 September 2026
Nearly half of northerners sacrificing long-term savings to support children and ageing parents
Financial pressures risk reducing opportunities for social mobility
2 September 2026
Four in five female professionals face retirement squeeze as business and family pressures mount
Many female entrepreneurs are struggling to balance building successful businesses with saving for retirement.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.