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 Group Plc: Preliminary Announcement of 2017 Results
Funds under management up 14.3% to £39.1 billion
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
"UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.
"Notwithstanding some caution, which naturally emerges at a time of high investment markets and political
17 August 2022
Professional Recognition for Rathbones’ Investment Director
Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.
17 August 2022
Rathbones appoints new Head of Financial Planning
Rathbones has today strengthened its in-house Financial Planning team with the appointment of Gaius Jones as Head of Financial Planning, Rathbone Investment Management Ltd.
17 August 2022
Rathbones sponsors the Barbara Hepworth Exhibition at Abbot Hall in Kendal
The Kendal office is sponsoring the Barbara Hepworth: Within the Landscapes exhibition at Abbot Hall from 5 July – 28th September 2014.
This summer exhibition focuses on one of the greatest artists of the twentieth century, Dame Barbara Hepworth (1903-1975). The exhibition contains some of Hepworth’s most iconic sculptures including Stringed Figure (Curlew), 1956, Torso III (Galatea), 1958, and Moon Form, 1968, alongside prints, photographs and ephemera detailing the artist’s life long relationship with the landscape.
Over the years, Rathbones has sponsored a number of exhibitions at Abbot
17 August 2022
Rathbones completes acquisition of Saunderson House
Watch a video message from Paul Stockton, Chief Executive Officer of Rathbones, and Tony Overy, Chief Executive Officer of Saunderson House
17 August 2022
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?
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.