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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16 October 2025
31 of 32 FTSE 350 companies comply with UK S54 of Modern Slavery Act after Rathbones Votes Against Slavery engagement
Rathbones coalition drives compliance among FTSE 350 and AIM companies following targeted engagement.
4 March 2021
A resilient 2020 performance
Preliminary results for the twelve months ended 31 December 2020
1 April 2014
Acquisitions and share placing to finance future growth
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Acquisitions of Jupiter Asset Management Limited’s private client and charity investment management business and part of the London private client wealth management business of Tilney Investment Management Limited and share placing
Highlights
- Acquisition of Jupiter Asset Management Limited’s private client and
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.
4 April 2023
An update from Rathbones
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
11 October 2017
Another win for the charities team at the 18th Annual Charity Times awards
Rathbones’ charity team was delighted to win the Investment Manager of the Year award for the second year running at the 18th Annual Charity Times Awards on 4 October.
The awards celebrate best practice in the UK charity and not-for-profit sector and Rathbones were one of seven investment management firms shortlisted. The ceremony, run by Charity Times, took place at the Park Plaza on Westminster Bridge with winners announced by comedian Shappi Khorsandi.
Bpas, ClientEarth, Fareshare UK, The Encephalitis Society and Sapper Support were recognised as charity of the year in their respectiveLearn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.