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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6 October 2026
Autumn Budget countdown: five tax checks to make now
Investors urged to review their finances ahead of the Budget
30 September 2026
Charities are set to increase active management allocations
New Rathbones research suggests charities are increasing allocations to active management in pursuit of stronger long-term returns and better risk management. Interest in private markets and alternative assets is also growing in the sector.
25 September 2026
Charities warned over failure to invest for the future
Rathbones has warned that charities risk undermining their long-term resilience if they fail to review how their reserves are held and invested. Speakers at Rathbones' annual Charities Conference said trustees should consider whether excess cash could work harder over the long term, supported by clear governance, appropriate risk parameters and specialist advice.
24 September 2026
Affluent households increasingly anxious about future tax policy as Budget speculation intensifies
Budget tax speculation is fuelling uncertainty, as affluent households review retirement, pension and inheritance plans amid fears of future changes.
22 September 2026
Charities warn of redundancies as rising costs outpace funding
Rathbones research reveals the financial pressures facing UK charities, with falling income and rising costs forcing difficult choices on staffing and services. The findings underline the importance of long-term planning and well-managed investments in helping charities continue to support communities.
18 September 2026
Affluent investors review wealth plans as fears of tax rises mount
Rathbones reports a spike in interest in offshore bonds
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.