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
Filters
17 August 2022
Rathbone Investment Management shortlisted for the Echo corporate social responsibility award
Rathbones confirms it has been shortlisted for the Echo Corporate Social Responsibility Award 2014, part of the Echo Regional Business Awards to be held on 3 July at St George’s Hall, Liverpool.
The awards recognise those companies, business leaders and teams which have demonstrated excellence in all fields of commerce and industry. The Corporate Social Responsibility Award specifically acknowledges firms that are putting time or money back into the community. The awards dinner will be hosted by former BBC broadcaster Peter Sissons and will be attended by top business professionals from the
17 August 2022
2016 1st quarter - key themes
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:
- Monetary policy - Why investors should not fear rising interest rates
- A postcard from Beijing - China's old and new economies diverge
- Real estate - Increasing risks in UK commercial property
- Pay day - Wage inflation and the UK economy
- Fixed income - Signs of stress in high yield bond markets
Read the key issues shaping current investment strategy.
If you would like more information on news items, please email enquiries
17 August 2022
Jazz FM Awards 2018 – Nominees Announced
The nominations for the 2018 Jazz FM Awards have been announced.
17 August 2022
Rathbones wins the five stars FTAdviser Online Innovation and Service award
Rathbones has won for another year the five Stars Online Innovation and Service award in the investments category at the FTAdviser Online Innovation and Services awards.
The awards were held on 29 June 2017 at OXO2 and showcased those providers who, in the opinion of intermediaries, deliver great service and are developing technologies to help advisers do business more effectively.
We won this award by being rated from over 1,100 advisers based on a poll which took place in 2016 and examined the following areas:
- Overall functionality and design (including mobile)
- Ease of transaction
17 August 2022
Another win for the charities team at the 18th Annual Charity Times awards
Rathbones’ charity team was delighted to win the Investment Manager of the Year award for the second year running at the 18th Annual Charity Times Awards on 4 October.
The awards celebrate best practice in the UK charity and not-for-profit sector and Rathbones were one of seven investment management firms shortlisted. The ceremony, run by Charity Times, took place at the Park Plaza on Westminster Bridge with winners announced by comedian Shappi Khorsandi.
Bpas, ClientEarth, Fareshare UK, The Encephalitis Society and Sapper Support were recognised as charity of the year in their respective 17 August 2022
Rathbones expands in Scotland with new Glasgow office
Rathbones today announces the opening of its new office at The Athenaeum, 8 Nelson Mandela Place in Glasgow, increasing its presence in Scotland. This complements Rathbones’ established operations in Edinburgh and Aberdeen, bringing its total number of offices across the UK and Channel Islands to 15.
The office will be led by regional director, Angus Kerr. Angus is a key figure in the Glasgow investment management sector and has over 18 years’ experience managing client portfolios. He will be supported by:
- Lindsay Strachan, investment director
- Lorraine Bryceland, investment manager
- A
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.