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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11 June 2020
Rathbones signs the C-19 Business Pledge
Responsibility is at the core of our values as we invest for everyone’s tomorrow. That means doing the right thing for our clients, employees and other stakeholders too. Now more than ever we recognise the need to provide support in the fight against COVID-19. We are pleased to demonstrate our support for the C-19 Business Pledge alongside many other businesses, committing to working together to support our people, our clients and communities.
Our people
Rathbones has over 1,500 employees across the UK and Jersey, most of whom are now successfully working remotely. We have identified some
28 March 2019
Rathbones Group Plc – 3rd Quarter Results
Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 30 September 2018.
Philip Howell, Chief Executive of Rathbones Group Plc, said:
“Our continuing growth and the acquisition of Speirs & Jeffrey on 31 August 2018 helped our total funds under management increase to £47.3 billion at 30 September 2018. This increase in scale places us in a strong position to continue to improve our service to clients and, mindful of recent volatility in investment markets, to maintain our disciplined investment in the business.”
5 December 2014
Citywire Wealth Manager's Top 100, highlights Rathbone's team
Rathbones is pleased to announce that four of its team members have been listed in the Citywire Wealth Manager Top 100. The awards highlight those individuals “who are the locomotives behind the UK’s thriving private client investment management industry.”
Head of Multi-Manager Investments David Coombs, Liverpool-based Investment Director James Hedley, Head of Research Elizabeth Savage and Research Analyst Mona Shah were all singled out for inclusion in the list of the top 100 most influential people in private client fund selection.
Commenting on the awards, Paul Chavasse, Head of
27 July 2022
Rathbones Group Plc releases half year 2022 results today. Read the full announcement here.
Rathbones Group Plc (“Rathbones”) announces interim results for the six months ended 30 June 2022.
7 September 2017
Stay alert - beware of investment fraud
We wish to advise you of an investment fraud which has used the Rathbones name.
12 October 2017
We are supporting ClearVision - National Braille Week
We are supporting ClearVision, a lending library that adds Braille to children's books, before loaning them to visually impaired children.
The charity's library is well established and serves over 1,000 families, schools, Vision Support Services and public libraries, making over 10,000 loans in the last year alone.
We will be supporting ClearVision by way of two donations of £2,500 each, one now and another next summer.
National Braille Week aims to raise awareness of the importance of Braille and other alternative formats that open up the written world to people with visual
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
