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 aims 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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5 April 2016
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
2 December 2015
The Rathbones Charity Symposium 2016 has been announced
Rathbones is to host its Charity Symposium on Thursday, 28 April 2016 at the newly refurbished IET London: Savoy Place. At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Lord Coe, President of the International Association of Athletics Federations (IAAF), as the keynote speaker. Seb is one of the greatest athletes of our time, setting an incredible 12 world records over four distances and achieving four gold medals and three silver in the Olympics and European Championships.
The Charity Symposium, aimed at charity trustees and
27 February 2018
Jazz FM Awards 2018 – Nominees Announced
The nominations for the 2018 Jazz FM Awards have been announced.
4 April 2022
Rathbones targets modern slavery for third year with biggest collaborative engagement yet
- Third successive ‘Votes Against Slavery’ engagement
- Investors with a combined £9.6 trillion assets under management join the engagement
8 June 2015
Rathbones and University of Liverpool team up to attempt land speed record
Rathbones today announces that it will provide principal sponsorship for the University of Liverpool’s project to design and build ARION1, a bicycle which will attempt to break the land speed record for fastest human powered vehicle, and bring the record to the UK for the first time.
The project will see a team of undergraduate students from the University of Liverpool’s School of Engineering attempt the record in September this year, as part of the World Human Power Speed Challenge – an annual event held in Battle Mountain, Nevada. The current men’s record is 83.13mph and the women’s record
26 February 2016
Lacrosse legacy programme launched in Surrey
Lacrosse legacy programme launched in Surrey as 3,500 girls compete in the finals of the Rathbones National Schools Lacrosse Championships.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
