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
Filters
3 May 2023
First quarter trading update
Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 31 March 2023.
8 March 2016
Five common “myths” of Brexit dispelled in Rathbones report
- New report by Rathbones considers implications of EU referendum, and aims to dispel five of the most common myths around potential Brexit.
- Report finds the consequences to either leave or stay in the EU more complex than current rhetoric suggests.
- UK financial markets to become increasingly volatile as a result of economic and policy uncertainty, but emergence of any pervasive trends unlikely.
- If the UK votes to leave, then some industry sectors are more vulnerable than others.
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and
12 October 2016
Fourth 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:
- A phoney war - Waiting for Brexit
- A president in waiting - How markets might react to the US election result
- Currency outlook - In the long term, sterling looks undervalued
- A developing story - Seeking opportunities in emerging market debt
- Valuations too rich? - Infrastructure funds stand at substantial premiums
Read the key issues shaping current investment strategy.
If you would like more information on news items
24 July 2019
Funds under management and administration reach record £49.2 billion
Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”
Financial highlights:
- Total funds under management and administration reached a record £49.2
27 July 2021
Funds under management and administration up 8.2% to £59.2 billion
Covers half year to 30 June 2021
Paul Stockton, chief executive said:
“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020.
Following a strong set of year to date financial results we enter the second half of 2021 in a robust position. The acquisition of Saunderson House, announced on 23 June 2021, accelerates our
10 January 2022
Funds under management and administration update and notice of results
Fourth quarter trading update
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.