Trusted by generations to deliver

From humble beginnings in the 1700s to the FTSE-listed Rathbones you see today, our motivation is simple: to help more people invest well, so they can live well.

Proud of our past, excited for the future

Read about our story

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.

We always go one step further

Read about our purpose

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.

By your side on your journey

See who we help

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.

The relationships we build mean everything to us

See how we support our colleagues

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.

Invest well. Live well.

Wherever you are on your wealth journey, we can help you go further.

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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.

Wealth Management

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.

Visit Wealth Management

Asset Management

Rathbones Asset Management has a wide range of investment fund solutions which aim to meet your growth and income needs.

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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.

Visit Greenbank

Join our team to build a career you are proud of

We will invest in your development and well being and offer a competitive benefits package to support you in reaching your goals, both in and outside of work.

Latest Rathbones news

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17 August 2022

Funds under management and administration up 8.2% to £59.2 billion

Covers half year to 30 June 2021

Paul Stockton, chief executive said: 

“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020. 

Following a strong set of year to date financial results we enter the second half of 2021 in a robust position. The acquisition of Saunderson House, announced on 23 June 2021, accelerates our

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17 August 2022

Remembering Eleanor Rathbone: Somerville symposium

2016 marks the 70th anniversary of Eleanor Rathbones death. An unsung hero of the twentieth century, Eleanor was a philanthropist, suffragist, social and welfare reformer, and humanitarian activist.

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17 August 2022

Lacrosse legacy programme launched in Surrey

Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.

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17 August 2022

Head of collectives research named in list of rising stars

Rathbones is pleased to announce that Alex Moore, head of collectives research, has been recognised as a rising star in the industry by landing a spot in PAM’s 2019 Top 40 under 40.

Moore joined Rathbones in May 2015 as a collectives research analyst and was promoted to head of collectives research in July 2018. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and emerging markets equity portfolio management.

Moore is responsible for overseeing the team that provides guidance to Rathbones’ investment managers in making

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17 August 2022

Funds under management reach £30.6 billion

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 2016.

Philip Howell, Chief Executive of Rathbone Brothers Plc, said:

"Whilst turbulent market conditions and planned expenditure have impacted profitability, we continue to pursue our growth plans. In an eventful first half, our investment teams have worked hard to ensure that client communications are timely and insightful. "Although our outlook is cautious, Rathbones will remain alert to acquisition opportunities that

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17 August 2022

We are supporting ClearVision - National Braille Week

 

We are supporting ClearVision, a lending library that adds Braille to children's books, before loaning them to visually impaired children.

The charity's library is well established and serves over 1,000 families, schools, Vision Support Services and public libraries, making over 10,000 loans in the last year alone. 

We will be supporting ClearVision by way of two donations of £2,500 each, one now and another next summer. 

National Braille Week aims to raise awareness of the importance of Braille and other alternative formats that open up the written world to people with visual

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Learn more about us

Our people

Our people are at the heart of the service we deliver.

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Our offices

Find your local Rathbones office. We have over 20 across the UK and Channel Islands.

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Our leadership

Read about our group executive committee, their roles and experience.

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