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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Rathbones’ Investment Director becomes Master of the Guild of Investment Managers
Investment Director at Rathbone Investment Management, Robert Hughes-Penney, has today become the Master of the Guild of Investment Managers.
Robert Hughes-Penney, Deputy Head of Rathbones London, is a founding member of the Guild of Investment Managers, which was established in 2015.
The Guild was created to bring together like-minded individuals from across the City of London’s investment management industry as well as to promote the importance of the sector within London.
It hosts events including debates and ‘meet and greet’ networking opportunities, where individuals can come together
Key investment themes - second quarter 2018
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. Looking up
How will equities react to rising bond yields?
2. Inflated expectations
Are inflation concerns justified?
3. The problem with protectionism
Biting the hand that feeds the consumer
4. Portfolio protectionism
Steady through the ups and downs
5. Good value or value trap?
UK equities look attractive across various measures
Rathbones funds under management and administration rise to £60.9 billion
Following a strong third quarter of growth, our total funds under management and administration reached £60.9 billion at 30 September 2021. Positive net organic inflows in Investment Management and record net inflows into Rathbone Funds reflect our continuing momentum and delivery against the strategic priorities we have set out for growth.
dot-art Schools competition
Rathbones are one of the sponsors of the dot-art Schools competition, an annual art event for primary and secondary schools in the Liverpool City Region. dot-art Schools is an interactive, online competition, culminating in an exhibition at St Georges Hall from the 5th to the 21st June. The competition is designed to nurture talent, raise ambition, and take art out of the classroom and into the real world.
Each school creates and selects 25 pieces of student work which they feel best represent the talents of their students. These art works are then submitted by February half term and put on
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
Half year underlying profit before tax increases 27%
This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2015.
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.