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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Funds under management grow 6.3% to £28.9 billion
This Interim Management Statement covers the period from 1 January 2015 to 13 May 2015 and includes trading results for the three months ended 31 March 2015.
At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:
“With a backdrop of reasonably favourable investment markets our total funds under management reached £28.9 billion at the end of the first quarter, up 6.3% from 31 December 2014.
“We continue to make good progress on the strategic initiatives we outlined last year, and remain positive in our outlook as we continue to invest and consider future
Rathbone Greenbank’s top-three themes for 2022
Kate Elliot, head of ethical, sustainable and impact research, Rathbone Greenbank Investments (“Greenbank”) looks ahead to 2022 and highlight their key areas of focus.
Rathbones launches Managed Portfolio Service
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, confirms the launch of the Rathbone Managed Portfolio Service to clients of financial advisers, with effect from 3 April, 2017. The service is offered on an execution-only basis whereby Rathbones implements client instructions following advice received from a financial adviser.
The investment service consists of six actively managed strategies, designed to preserve and grow wealth over the long term.
The six strategies, which suit different risk and return
Rathbones Group Plc - Director Resignation
Oliver Corbett, a non-executive director of Rathbone Group Plc (“Rathbones”), will today, subject to regulatory consent, join the board of Close Brothers Group plc, a company listed on the London Stock Exchange, as an independent non-executive director. Accordingly it has been agreed that also today, Oliver will step down from the Rathbones board and that James Dean (who joined the board on 1 November 2013) will, in accordance with Rathbones’ succession plan, succeed Oliver as Chairman of the audit committee.
Mark Nicholls, Chairman of Rathbones said “Oliver has been a director of Rathbones
Trading Update and Notice of Results
Rathbones Group Plc announces a trading update for the three months ended 31 December 2017. Growth in funds under management was robust, reflecting both favourable investment markets and continued growth in the business.
- Total funds under management at 31 December 2017 were £39.1 billion, up 14.3% from £34.2 billion at 31 December 2016. Total net inflows across the group for the year were £2.1 billion (2016: £1.7 billion) which represents 6.0% (2016: 6.0%) of opening funds under management. The FTSE 100 Index increased 7.6% and the MSCI WMA Private Investor Balanced Index increased 7.2%
Rathbones' Funds under management grow 24%
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
It covers the year ended 31 December 2014.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
“2014 was a challenging year for most investment markets, which became increasingly volatile in the second half. Despite this, Rathbones had another good year and achieved strong and broad-based growth. Our total funds under management grew by 23.6 % over the year to £27.2 billion and we warmly welcomed more than 5,000 new clients during the year.
“Rathbones looks forward to future growth
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.