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 one of the largest wealth managers in the UK, 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.
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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17 August 2022
Rathbones strengthens charity offer with new fund launch
Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.
Andrew Pitt, Head of Charities, London at Rathbones said: “This fund marks a significant addition to the investment opportunities we can offer our charities clients
12 November 2025
Rathbones Strengthens Group Executive Leadership for Next Phase
Rathbones Group, one of the UK’s leading wealth and asset management firms, is bringing new talent into its leadership team to build on its successful integration with Investec Wealth & Investments UK (IW&I) and deliver growth as a leader in UK wealth.
17 August 2022
Rathbones takes on English Lacrosse in charity match, raises £5000
To celebrate the extended partnership of Rathbones Group Plc (Rathbones) with English Lacrosse until 2017, a charity match was held between Rathbones’ employees and the English Lacrosse players on 7 February in Hyde Park.
17 August 2022
Rathbones targets modern slavery for third year with biggest collaborative engagement yet
- Third successive ‘Votes Against Slavery’ engagement
- Investors with a combined £9.6 trillion assets under management join the engagement
17 August 2022
Rathbones to acquire Vision as part of its continuing growth strategy
Rathbones Group Plc (“Rathbones”) announces that it has agreed to purchase the remaining 80.1% of Vision Independent Financial Planning Ltd (“Vision”) and Castle Investment Solutions Ltd (“Castle”) (the “Vision Group”).
Vision is an independent specialist financial advice network focusing on high net worth private clients. As at 31 August 2015, it had £925 million of assets under advice and 78 advisers operating nationally. Castle operates as a sister company to Vision, providing it with administrative services. Rathbones purchased a 19.9% stake in the Vision Group for £2m in October 2012
17 August 2022
Rathbones to Host Fifth annual Charity Symposium at Saatchi Gallery
Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London. At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.
This year, the Charity Symposium, aimed at charity trustees and their advisers, takes “new perspectives” as its central theme. Rathbones believes that good investment requires an open mind and the outperforming assets of tomorrow
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.