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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Jane Sydenham talks to Reuters
Jane Sydenham talks to Axel from Reuters about the investment outlook for the next six months and beyond.
Underlying profit before tax up 14.3%
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
It covers the year ended 31 December 2015.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
“In spite of subdued investment markets, 2015 was a strong year for Rathbones with our total funds under management growing by 7.4% to £29.2 billion (2014: £27.2 billion). During the year we took the opportunity to raise £20.0 million of long term subordinated loan notes to support our future growth and we have continued to pursue acquisition opportunities which will increase shareholder value.
2014 Fourth 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:
- UK outlook: Equities remain vulnerable to ongoing political uncertainty
- Fixed income: The bond markets are waiting for interest rates to rise
- When bad news is good news: The eurozone has received its first dose of quantitative easing
- The hunt for yield: Diversifying strategies look attractive in a world of low returns
- What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress
Read the key issues shaping
Half year results statement 2020
A strong first half.
Paul Stockton, chief executive, said:
"An acceleration of net inflows in the second quarter helped our funds under management and administration reach £49.4 billion at 30 June 2020, down 2.0% over the half year against a backdrop where the FTSE 100 index decreased by 18.2%. Total net inflows were £1.3 billion in the first half, representing an annualised growth rate of 5.3%, while Investment Management generated annualised net organic growth of 1.4%. Our Unit Trusts business delivered another outstanding performance with net inflows of £0.6 billion, 68.7% ahead of the
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
Rathbone Greenbank’s top-three themes for 2022
Kate Elliot, head of ethical, sustainable and impact research, Rathbone Greenbank Investments (“Greenbank”) looks ahead to 2022 and highlight their key areas of focus.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.