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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6 April 2018
Key investment themes - second quarter 2018
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:
1. Looking up
How will equities react to rising bond yields?
2. Inflated expectations
Are inflation concerns justified?
3. The problem with protectionism
Biting the hand that feeds the consumer
4. Portfolio protectionism
Steady through the ups and downs
5. Good value or value trap?
UK equities look attractive across various measures
6 July 2017
Key investment themes - third quarter 2017
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:
1. Investing in technology - Great tech-spectations
2. Looking up - Europe: from problem child to investor's favourite?
3. Measuring Abenomics - Are Shinzo Abe's arrows flying true?
4. Brexit uncertainty - Still lots of heat but little light
5. Active vs passive - The unintended consequences of passive investing
26 February 2016
Lacrosse legacy programme launched in Surrey
Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.
26 August 2025
Legal complexity deterring wealthy from leaving money to charity, reveals new research
Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.
19 March 2020
Letter from Rathbones' Chief Executive Paul Stockton
Given the recent escalation in the UK’s response to COVID-19, I am contacting you directly to explain the steps Rathbones are taking to deal with the outbreak and maintain client service levels over the next few weeks.
Many of our employees, including all those in our London office, are now working remotely, meaning your Investment Manager or other usual Rathbones contact may be working from a location outside the office. The technology we use means that you can still make direct contact with their usual phone numbers and email addresses. Where possible we would ask that you please correspond
29 April 2020
Letter from Rathbones' Chief Executive Paul Stockton, 28 April
I hope that you and your families are keeping well during the difficult circumstances caused by the COVID-19 outbreak. Last month I wrote to you explaining the steps Rathbones is taking to deal with the situation and how you can continue to keep in touch with us over the coming weeks. As we all continue under a lockdown scenario, and as markets continue to react, I thought I would take this opportunity to update you.
As I trust you are experiencing, we are continuing to deliver Rathbones’ full range of services throughout the outbreak. Your investment manager or other usual Rathbones contact
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.