Edinburgh Business Stories

Championing Edinburgh’s Business Community

Rathbones is proud to support Edinburgh Business Stories, celebrating the ambition, creativity and resilience that define our city’s business community. As supporters of local enterprise, we believe in shining a light on the people who power Edinburgh’s economy, the founders, innovators and family‑run businesses who shape its future.

We are a leading UK wealth manager and we’ve been helping plan and invest for generations. We have a long history in Edinburgh and in 2022 we moved to George Street, one of the capital’s grandest streets in the New Town. The team is part of one of the UK’s largest and longest-established wealth management firms. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.

Whether you are growing a business, planning your next chapter, or thinking about how to protect what you’ve built, our specialists are here to help. We work closely with individuals, charities and business owners to provide clarity, confidence and tailored wealth management support at every stage of their journey.

Here, you can explore our latest insights and learn more about how we can support you.

Financial Planners and Investment Managers

850+

Locations in the UK and Chanel Islands

20+

Funds under management and administration

£113.6bn

As at March 2026

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Individuals and families

Business owners and entrepreneurs

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Financial advisers

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Charities

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Professional partners

An adviser meeting with a middle-aged couple in their home

Personal injury and Court of Protection

Sign up for our retirement planning webinar

Retirement doesn’t mark the end of financial decision-making. It’s simply a new phase, with different priorities and opportunities - and for many people, a mix of excitement and uncertainty about what comes next. This webinar is designed for those approaching retirement who want clarity, control and confidence about what comes next.

Explore our latest insights

10 minutes

4 June 2026

Retirement risks: how they affect your income and how to build a more resilient plan

Learn how retirement risks can affect your income and spending – and how a more resilient plan can help you stay flexible, adapt to change, and feel more confident about the future. We explore how these risks could affect you and outline practical ways to reduce their impact – allowing you to feel more secure about the future you’re working towards.

Retirement risks: how they affect your income and how to build a more resilient plan

9 minutes

1 June 2026

Do I need retirement advice? Why professional planning matters

Planning for retirement can feel uncertain. With pensions, investments, and life decisions to juggle, it’s not always clear if you’re on the right path. Retirement advice can bring clarity, supporting informed choices, helping you stay on course, and giving you greater confidence and control over your future.

Do I need retirement advice? Why professional planning matters

7 minutes

22 May 2026

Cash flow planning in retirement – how to understand what you can afford and enjoy life with confidence

Cash flow planning helps you understand whether your money will support the retirement you want. By projecting income and spending over time, it brings clarity, confidence, and reassurance – showing what you can afford, what risks matter most, and how to enjoy retirement with greater freedom.

Cash flow planning in retirement – how to understand what you can afford and enjoy life with confidence

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8 minutes

18 May 2026

Pensions aren’t the only way to fund retirement

For most people, retirement is funded by a pension alongside other sources such as property, investments, or ongoing work. Taking a balanced approach can give you more flexibility, resilience, and confidence as your plans evolve.

Pensions aren’t the only way to fund retirement

What our Edinburgh clients say about us

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly or read more about the platform here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page to find their details.

Meet the team working with Edinburgh Business Stories

Below you can find the Investment Directors partnering closely with Edinburgh Business Stories. If you wish, you can explore our full Edinburgh team here.