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 a top 3 UK wealth manager, 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.
Top 3 by Funds under Management as at December 2024 reported by Platforum, 2025
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 announces title sponsorship of literary prize
Rathbone Investment Management is proud to announce a new partnership with the Folio Prize Foundation to form the Rathbones Folio Prize.
The prize will be awarded to the best new work of literature published in the English language in a given year, regardless of genre. Uniquely, the books selected for consideration, the shortlist and the winner of the Rathbones Folio Prize are all chosen by an academy of outstanding writers and critics. Bestselling author, Ahdaf Soueif, has been named chair of the judging panel for 2017.
In addition to the Prize, the sponsorship will also support a number
Acquisitions and share placing to finance future growth
THE INFORMATION CONTAINED IN THIS ANNOUNCEMENT IS RESTRICTED AND IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN, INTO OR FROM THE UNITED STATES, CANADA, AUSTRALIA OR JAPAN OR ANY JURISDICTION IN WHICH THE SAME WOULD BE UNLAWFUL
Acquisitions of Jupiter Asset Management Limited’s private client and charity investment management business and part of the London private client wealth management business of Tilney Investment Management Limited and share placing
Highlights
- Acquisition of Jupiter Asset Management Limited’s private client and
Rathbones Winchester reaches £2bn in funds under management
Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.
The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.
The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south. Investment manager, Jonny Holmes, is the latest addition to the 30
Rathbone Investment Management International celebrates team and individual wins at Citywealth Awards
The entire team at Rathbone Investment Management International is celebrating after being named ‘Investment Management Company of the Year – Channel Islands’ for the third time in four years at the annual Citywealth International Financial Centre Awards, this week. Managing Director Jonathan Giles also took the title of ‘Outstanding Individual of the Year’ at the prestigious ceremony.
Jonathan Giles, Managing Director, and Grant Hamilton, Director, attended the event, which was held at Lord’s Cricket Ground on Wednesday evening, where they received the awards from former English rugby union
Funds under management grow to over £26 billion
This statement is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 July 2014 to 15 October 2014 and includes trading results for the three months ended 30 September 2014.
Chief Executive, Philip Howell, commented:
“Despite relatively flat investment markets in the third quarter, Rathbones’ funds under management grew 10% from £23.9 billion to £26.3 billion as a result of continued net organic growth combined with the successful completion of the acquisition of Jupiter Asset Management Limited's
Key investment themes - First quarter 2017
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.