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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4 February 2015
2015 1st 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:
- Let’s get political: Market uncertainty and the general election
- What’s in a number? Disinflationary boom or deflationary bust?
- Pick a winner: Selective opportunities in emerging markets
- A world of two halves: Global monetary policies are diverging
- Sliding down: Lower oil prices create winners and losers
Read the key issues shaping current investment strategy.
If you would like more information on news items, please call Sophie
10 April 2015
2015 2nd 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:
- The equity-bond conundrum: Has QE distorted financial markets?
- Increasing dispersion: Equity market returns are diverging by sector, region and style.
- Trouble in the eurozone: The ECB's latest move could be too little too late.
- Reforming Japan: Corporate governance standards are improving.
- UK commercial property: Investors might want to locate he exit points.
Read the key issues shaping current investment strategy.
If you would like
16 July 2015
2015 3rd 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:
30 December 2015
2016 1st quarter - key themes
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:
- Monetary policy - Why investors should not fear rising interest rates
- A postcard from Beijing - China's old and new economies diverge
- Real estate - Increasing risks in UK commercial property
- Pay day - Wage inflation and the UK economy
- Fixed income - Signs of stress in high yield bond markets
Read the key issues shaping current investment strategy.
If you would like more information on news items, please email enquiries
5 April 2016
2016 2nd quarter - key themes
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:
- Monetary policy - Negative interest rates: bad for banks?
- Economic data and sentiment - Markets overreacted to concerns about the global economy
- Inflation-linked bonds - The markets UK inflation expectations are too low
- Divisifiers - Finding sources of uncorrelated returns
- Dividends - The income challenge is getting tougher
Read the key issues shaping current investment strategy.
If you would like more information on
9 August 2016
2016 third quarter - key investment themes
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:
- EU referendum - The UK is open for business
- Steady as she goes - US recovery remains on track
- Caveat emptor - The 'hidden' exposure of index investing
- Japan revisited - Plenty of positives for Japanese equities
- The changing face of globalisation - Despite challenges, globalisation has not stalled
Read the key issues shaping current investment strategy.
Alternatively, for more detailed articles on these issues, read Inve
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.