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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13 July 2017
Jazz in the City, Edinburgh
Rathbones has partnered with Jazz FM to bring you close to the music and artist with exclusive performances by the best new acts in jazz.
7 April 2017
Kendal office sponsor new Julian Cooper art exhibition
The Kendal office has teamed up with Abbot Hall Art Gallery to host a new celebratory exhibition by revered Cumbrian artist Julian Cooper.
The exhibition Julian Cooper: Paintings from 1970 to 2017, runs from Friday 7th April through until Sunday 2nd July.
Richard Dawson, Regional Director said:
“We are always very keen to sponsor local events. We have previously sponsored exhibitions with Lakeland Arts Trust and they’ve always been a great success so we are delighted to be involved in this exciting exhibition.”
“We are very proud to be able to play our part in bringing a collection of 30
3 January 2017
Key investment themes - First quarter 2017
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.
3 October 2017
Key investment themes - fourth 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. Digging below the surface of UK indices - A conundrum in UK equity valuations
2. Time to shine - Gold is back in the spotlight
3. Out of fashion - Is there still value in Europe’s equity markets?
4. The hunt for yield - Attractive infrastructure investments are harder to find
5. Running on empty - Are US and UK consumers driving into another crisis?
6 April 2017
Key investment themes - second quarter 2017
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.
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
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.