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.

Boy blowing candles

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.

Visit Asset Management

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

Keywords
Region
Keywords
Region

Filters

Keywords
Region
17 August 2022

Letter from Rathbones' Chief Executive Paul Stockton

Given the recent escalation in the UK’s response to COVID-19, I am contacting you directly to explain the steps Rathbones are taking to deal with the outbreak and maintain client service levels over the next few weeks.

Many of our employees, including all those in our London office, are now working remotely, meaning your Investment Manager or other usual Rathbones contact may be working from a location outside the office. The technology we use means that you can still make direct contact with their usual phone numbers and email addresses. Where possible we would ask that you please correspond

Read more
17 August 2022

Rathbones wins the Citywealth 'Private Client Asset Manager of the Year - Boutique'

Rathbone Investment Management (Rathbones) is pleased to confirm it won the title of Private Client Asset Manager of the Year at the 2015 Citywealth Magic Circle Awards on 7 May. The award is judged by leading professionals – accountants, lawyers, trust companies in the sector and voted for by the same professionals and clients.

Commenting on the award, Rathbones’ Paul Chavasse, said; “This accolade has particular resonance, as it was voted for by our clients and the professional intermediaries that we work with on a day to day basis. We have made great strides in developing our private

Read more
17 August 2022

2016 third 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:

  1. EU referendum - The UK is open for business
  2. Steady as she goes - US recovery remains on track
  3. Caveat emptor - The 'hidden' exposure of index investing
  4. Japan revisited - Plenty of positives for Japanese equities
  5. The changing face of globalisation - Despite challenges, globalisation has not stalled

Read the key issues shaping current investment strategy.

Alternatively, for more detailed articles on these issues, read Inve

Read more
17 August 2022

Rathbone Investment Management wins 'Charity Investment Manager of the Year' at Citywealth Magic Circle Awards

Rathbone Investment Management confirms it has won the title of Charity Investment Manager of the Year for the second year running at the ninth Citywealth Magic Circle Awards 2014.

The awards, held on 8 May at the Grange Hotel, is an established presence in the wealth calendar, attracting top level professionals from the leading firms in the private wealth sector.

Rathbones has a history grounded in charitable activity, managing over £2.6 billion of funds for over 960 charities (as at 31 December 2013). The company works with not for profit organisations across various sectors, ranging in size

Read more
17 August 2022

Rathbones hires new head of charities in Scotland

Rathbone Investment Management is pleased to announce the appointment of Fiona Gillespie as the new head of charities for Scotland.

Fiona joins Rathbones with over 25 years’ experience within investment management, most recently at Anderson Strathern Asset Management and Aberdeen Asset Management, where she was the principal manager for a number of charities and foundations.

Fiona has a long track record of managing investments for charities and is a long-standing member of the charity sector in Scotland. Fiona’s appointment will help strengthen Rathbones’ charity proposition with the aim to

Read more
17 August 2022

Rathbone Investment Management Shortlisted for Citywealth Magic Circle Awards

Rathbone Investment Management is pleased to announce it has been shortlisted for the Charity Investment Manager of the Year award at the Citywealth Magic Circle Awards 2014. The awards will be held on the 8 May at the Grange Hotel.

Read more

Learn more about us

Our people

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

Find out more

Our offices

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

Find out more

Our leadership

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

Find out more