Our people are at the heart of the service we deliver.
Our Invest Well commitments
We are one of the UK’s top 3 wealth managers by Funds under Management (As at December 2024, reported by Platforum 2025). Holding ourselves and our partners to high standards is the key to our success, and this is reflected in our 'Invest Well' commitments and our colleague values.
Our ‘Invest Well’ commitments guide how we work with clients, colleagues, shareholder and the wider community, and we want to show we’re delivering on them consistently over time.
Good results
We believe that delivering results for our clients isn’t just about short-term wins, it’s about making consistently good decisions over the long term.
That’s what gets people where they need to be, when they need to be there. It’s why we use a robust investment approach, combined with expert planning and support.
We are also committed to growing our business so that we can deliver good results for our stakeholders. Today we’re a FTSE 250 company with the breadth and scale to deliver the standards, strengths and stability that shareholders expect.
89% of our clients feel more in control of their financial future
Financial Wellbeing Research 2023
Deep and meaningful relationships
As a people-first business it’s in our DNA to go one-step further in supporting clients and colleagues.
We are known for the personal service we deliver for our clients, and the meaningful relationships we build with them is why the majority of clients stay with us for decades.
In order to deliver award-winning service for clients, we invest in developing and empowering our colleagues. Our colleagues are often with us for the long term to develop their careers, and some even invest in our business.
9/10 client satisfaction score
“On a scale from 0 to 10, how satisfied are you with Rathbones products and services?”, Survey of 1,299 clients in 2024
Responsible behaviours
Doing the right thing has always mattered to us. We’ve integrated responsible investing principles into our process, and our sustainable investment experts, Greenbank, are the natural home for those looking to invest in line with their values.
Our responsible business framework also guides how we work and who we work with. And through the Rathbones Group Foundation, the wider community benefits from our success.
Whether it’s clients, colleagues, shareholders, or wider communities, we have a track record for doing the right thing by all our stakeholders.
We gave over 0.7% of our pre-tax profits to over 75 charities
Rathbones Group Plc Annual Report 2024
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
