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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4 March 2021
A resilient 2020 performance
Preliminary results for the twelve months ended 31 December 2020
16 June 2017
Jazz in the City with The James Beckwith Trio
Rathbones has partnered with Jazz FM to bring you close to the music and artist with exclusive performances by the best new acts in jazz.
Whilst taking in the view of the London skyline and soaking up the summer sun from our open-air terrace, our guests enjoyed the sounds of innovative jazz band The James Beckwith Trio. During the evening, the contemporary piano group played an exclusive selection of songs from their upcoming debut album, and shared their favourite moments in jazz.
15 September 2017
Be scam aware
There were 3,186 reports of investment fraud in 2015/16. In the same year, victims lost an average of £32,000 to these scams.
To help combat the problem, Rathbones is supporting a new FCA campaign called Scam Smart. Experienced investors and those over 65 with savings in excess of £10,000 are the typical targets, and it is important that we remain aware of the facts and best practice when managing your money.
How to be a ScamSmart investor
1. Reject any unsolicited contact about investment opportunities.
There are ways that fraudsters can pretend they aren’t calling you out of the
1 November 2016
Rathbones strengthens charity offer with new fund launch
Rathbone Unit Trust Management has added to its range of specialist funds for charities with the launch of the Rathbone Core Investment Fund for Charities, to be managed by Andrew Pitt, Investment Director and Head of Charities, London. Following increased demand from its growing charity client base, the new fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund.
Andrew Pitt, Head of Charities, London at Rathbones said: “This fund marks a significant addition to the investment opportunities we can offer our charities clients
4 February 2015
2015 1st Quarter - Key Themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
- Let’s get political: Market uncertainty and the general election
- What’s in a number? Disinflationary boom or deflationary bust?
- Pick a winner: Selective opportunities in emerging markets
- A world of two halves: Global monetary policies are diverging
- Sliding down: Lower oil prices create winners and losers
Read the key issues shaping current investment strategy.
If you would like more information on news items, please call Sophie
16 October 2014
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
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
