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
Fourth quarter - key investment 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:
- A phoney war - Waiting for Brexit
- A president in waiting - How markets might react to the US election result
- Currency outlook - In the long term, sterling looks undervalued
- A developing story - Seeking opportunities in emerging market debt
- Valuations too rich? - Infrastructure funds stand at substantial premiums
Read the key issues shaping current investment strategy.
If you would like more information on news items
17 August 2022
Rathbones recognises educational excellence at the Education Business Awards 2014
The Education Business Awards, which was sponsored by Rathbones, took place at The Grange Hotel in London on 10 July. The awards recognised schools from all sectors for their excellence, innovation and outstanding achievements in the UK education sector. 20 awards were presented by Sharron Davies MBE.
Rathbones awarded the ‘Personal Finance Education Award’ to St Mary’s School, East Sussex at The Education Business Awards, and also presented King’s College School, London with the ‘Outstanding Progress – Independent School Award.’
Commenting, Rathbones’ Andrew Pitt, head of charities, London
17 August 2022
More recognition at the annual Citywealth and the Better Society Awards
This year’s Citywealth Magic Circle awards took place on Wednesday 10 May and our private client team won the Private Client Asset Manager of the Year (Institutional) award for the second year running. Our team was recognised for its commitment to excellence in client service, leadership and contribution to the profession.
Rathbones enjoyed further success on the evening as the charity team were runners up in the Charity Investment Manager of the Year category. This is a category the team has won five times in the last seven years.
Melanie Wotherspoon, Business Development Director, Rathbone
17 August 2022
Strategic momentum leading to strong financial results
Preliminary results for the twelve months ended 31 December 2021
17 August 2022
Rathbones wins 5-star rating award for online services
Rathbones has been awarded a 5-star rating for its online services at the Financial Adviser Service Awards 2015.
17 August 2022
Rathbones completes acquisition of Speirs & Jeffrey
Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.
Speirs & Jeffrey represents a strong cultural and operational fit for Rathbones, with a heritage and philosophy very similar to our own. S&J is market-leading in Scotland and, like Rathbones, their approach places clients at the heart of everything they do.
This is an important
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.