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 January 2023
Changes to names of some Rathbones Group business units
Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.
21 November 2022
Rathbones announces a trading update for the three months ended 30 September 2022
Third quarter trading update
17 August 2022
The Rathbones Charity Symposium 2016 has been announced
Rathbones is to host its Charity Symposium on Thursday, 28 April 2016 at the newly refurbished IET London: Savoy Place. At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Lord Coe, President of the International Association of Athletics Federations (IAAF), as the keynote speaker. Seb is one of the greatest athletes of our time, setting an incredible 12 world records over four distances and achieving four gold medals and three silver in the Olympics and European Championships.
The Charity Symposium, aimed at charity trustees and
17 August 2022
Underlying profit before tax up 22.7% to £43.3 million
Philip Howell, Chief Executive of Rathbones Group Plc, said:
“The first six months of 2017 has seen another busy period for Rathbones as we continue to deliver our strategic plans without detracting from our high standards of service to our clients. We remain confident in the medium term potential of our growth initiatives. Short term market conditions are dominated by a backdrop of ongoing geopolitical uncertainty and we will continue to invest with discipline.”
Highlights:
- Underlying profit before tax* increased 22.7% from £35.3 million to £43.3 million in the first six months of 2017
17 August 2022
Rathbones' investment managers named in 'Future Leaders' list
Rathbones is delighted to announce that five of our investment managers have been named in this year’s Citywealth “Future Leaders 100” list.
17 August 2022
Five common “myths” of Brexit dispelled in Rathbones report
- New report by Rathbones considers implications of EU referendum, and aims to dispel five of the most common myths around potential Brexit.
- Report finds the consequences to either leave or stay in the EU more complex than current rhetoric suggests.
- UK financial markets to become increasingly volatile as a result of economic and policy uncertainty, but emergence of any pervasive trends unlikely.
- If the UK votes to leave, then some industry sectors are more vulnerable than others.
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.