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 sponsors John Moores Painting Prize Visitors' Choice Award 2014
An enormous painting of an urban scene strewn with bin bags and graffiti, and overgrown with twisted plants and weeds, is the winner of the John Moores Painting Prize Visitors’ Choice 2014, sponsored by Rathbones.
Since the exhibition opened in July, visitors have been voting in their thousands for their favourite work. With such a varied selection people were spoilt for choice between eerie photorealist works, stunning portraiture, landscape and figurative work or intriguing abstract paintings.
However it was the overwhelming Vinculum by London-born Losq which captured the imagination of
Citywire Wealth Manager's Top 100, highlights Rathbone's team
Rathbones is pleased to announce that four of its team members have been listed in the Citywire Wealth Manager Top 100. The awards highlight those individuals “who are the locomotives behind the UK’s thriving private client investment management industry.”
Head of Multi-Manager Investments David Coombs, Liverpool-based Investment Director James Hedley, Head of Research Elizabeth Savage and Research Analyst Mona Shah were all singled out for inclusion in the list of the top 100 most influential people in private client fund selection.
Commenting on the awards, Paul Chavasse, Head of
2016 2nd 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 - Negative interest rates: bad for banks?
- Economic data and sentiment - Markets overreacted to concerns about the global economy
- Inflation-linked bonds - The markets UK inflation expectations are too low
- Divisifiers - Finding sources of uncorrelated returns
- Dividends - The income challenge is getting tougher
Read the key issues shaping current investment strategy.
If you would like more information on
Rathbones announces extended partnership with Lacrosse Scotland ahead of the U19 World Championships
Rathbone Brothers Plc (Rathbones), the FTSE 250 wealth management company, announces its extended partnership with Lacrosse Scotland until 2017. The partnership comes during an exciting time for the sport with confirmation that U19 World Championships 2015 will be held in Edinburgh.
Rathbones' sponsorship has enabled Lacrosse Scotland to set up the Rathbones Fund, a body which offers grants to lacrosse players, and also clubs which are aiming to develop the sport in Scotland. This partnership between Rathbones and Lacrosse Scotland aims to increase participation and facilitate greater
Rathbones takes on English Lacrosse in charity match, raises £5000
To celebrate the extended partnership of Rathbones Group Plc (Rathbones) with English Lacrosse until 2017, a charity match was held between Rathbones’ employees and the English Lacrosse players on 7 February in Hyde Park.
Rathbones to sponsor "A life in television" with Julie Walters, hosted by BAFTA
The British Academy of Film and Television Arts (BAFTA) has announced that Julie Walters CBE, the multi-BAFTA-winning actress, will discuss her career and craft at a special ‘BAFTA A Life in Television’ event at BAFTA headquarters, 195 Piccadilly in London, on Wednesday 3 December. The event is supported by Rathbone Investment Management.
‘BAFTA A Life in Television’ is a new strand of live onstage events that will celebrate leading figures from the world of television, shining a light on their talent and their contribution to British television and culture.
The event with Julie Walters
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Find your local Rathbones office. We have over 20 across the UK and Channel Islands.