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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25 July 2017
Underlying profit before tax up 22.7% to £43.3 million
Philip Howell, Chief Executive of Rathbones Group Plc, said:
“The first six months of 2017 has seen another busy period for Rathbones as we continue to deliver our strategic plans without detracting from our high standards of service to our clients. We remain confident in the medium term potential of our growth initiatives. Short term market conditions are dominated by a backdrop of ongoing geopolitical uncertainty and we will continue to invest with discipline.”
Highlights:
- Underlying profit before tax* increased 22.7% from £35.3 million to £43.3 million in the first six months of 2017
13 June 2016
University students set sights on land speed world record
A team of engineering students from the University of Liverpool have announced their intention to break the world land speed record for a human-powered vehicle later this year.
2 August 2023
Update on combination with Investec Wealth & Investment UK
Rathbones Group Plc has obtained all relevant regulatory approvals for its all-share combination with Investec Wealth & Investment UK, which is expected to complete on 21 September. The combination will create the UK’s leading discretionary wealth manager. Read the announcement here.
28 April 2025
VAT on school fees could raise cost of private education to £667,900
Parents sending a child to private school face paying up to £111,300 extra.
3 December 2025
VCT relief cuts could chill investment and threaten growth, warns Rathbones
Cuts to Venture Capital Trust (VCT) income tax relief announced in the Budget risk undermining growth and cancelling out the positive impact to UK businesses from changes to the Enterprise Investment Scheme (EIS), Rathbones, one of the UK’s leading wealth and asset management groups, has warned.
12 October 2017
We are supporting ClearVision - National Braille Week
We are supporting ClearVision, a lending library that adds Braille to children's books, before loaning them to visually impaired children.
The charity's library is well established and serves over 1,000 families, schools, Vision Support Services and public libraries, making over 10,000 loans in the last year alone.
We will be supporting ClearVision by way of two donations of £2,500 each, one now and another next summer.
National Braille Week aims to raise awareness of the importance of Braille and other alternative formats that open up the written world to people with visual
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.