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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24 October 2025
Gender bias undermines meritocracy in financial services
Systemic barriers in finance hinder meritocracy. New research urges inclusive leadership and fair visibility to unlock innovation and drive growth.
19 August 2025
Golden Age of property investment in South & East England is over
New research by Rathbones Group shows buy to lets and holiday homes in tourist hotspots have been particularly vulnerable, with rising borrowing costs and weaker capital gains undermining their long-term investment case.
22 September 2025
Greenbank wins Best Sustainable Investment Wealth Manager/DFM Group award
Greenbank wins 2025 Investment Week award for Best Sustainable Investment Wealth Manager, highlighting its leadership and commitment to responsible finance.
28 July 2015
Half year underlying profit before tax increases 27%
This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2015.
25 March 2019
Head of collectives research named in list of rising stars
Rathbones is pleased to announce that Alex Moore, head of collectives research, has been recognised as a rising star in the industry by landing a spot in PAM’s 2019 Top 40 under 40.
Moore joined Rathbones in May 2015 as a collectives research analyst and was promoted to head of collectives research in July 2018. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and emerging markets equity portfolio management.
Moore is responsible for overseeing the team that provides guidance to Rathbones’ investment managers in making
26 August 2025
High earners face £7k extra tax if thresholds freeze extends to 2030
Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.