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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9 December 2019
Catherine Taylor named in Citywealth's International Powerwomen Top 100 list
Citywealth's International Powerwomen Top 100 list recognises the women who are considered influential within the international community.
Catherine Taylor is Chief Operations Officer and a main board director at Rathbone Investment Management International (‘RIMI’) in Jersey, and manages the offshore operational infrastructure supporting the growing international private client business.
Since joining RIMI in 2015, Catherine has overseen a rise in funds under management in Jersey from £1.2 billion at 31st December 2015 to £2.0 billion at 30th September 2019. During the same period, the
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.
6 January 2014
2014 first quarter - key themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:
2 October 2014
2014 Fourth Quarter - Key Themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
- UK outlook: Equities remain vulnerable to ongoing political uncertainty
- Fixed income: The bond markets are waiting for interest rates to rise
- When bad news is good news: The eurozone has received its first dose of quantitative easing
- The hunt for yield: Diversifying strategies look attractive in a world of low returns
- What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress
Read the key issues shaping
3 April 2014
2014 second quarter - key themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:
1. Sterling looks overvalued, but currency headwinds may continue for some time.
2. With markets close to fair value, long-short strategies can boost performance.
3. Referendum: "Should Scotland be an independent country?"
4. China - hard landing or managed slowdown?
5. Emerging markets - are bonds a better way to gain exposure than equities?
Read the key issues shaping current investment strategy.
If you would like more information on
3 July 2014
2014 Third Quarter - Key Themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
1. Equities: Markets are likely to reward high-quality growth businesses
2. Bonds: Evaporating liquidity and tight spreads may cause problems for investors
3. Disruptive technologies: The digital economy is creating investment opportunities
4. Currency wars: China is on the verge of devaluing the reminbi to support growth
5. The curse of deflation: Has economic stagnation and ECB inaction condemned Europe?
Read the key issues shaping
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.