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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23 February 2017
Funds under management up 17.1% to £34.2 billion
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
11 June 2014
Jane Sydenham talks to Reuters
Jane Sydenham talks to Axel from Reuters about the investment outlook for the next six months and beyond.
24 July 2019
Funds under management and administration reach record £49.2 billion
Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”
Financial highlights:
- Total funds under management and administration reached a record £49.2
8 July 2014
Rathbones sponsors the Barbara Hepworth Exhibition at Abbot Hall in Kendal
The Kendal office is sponsoring the Barbara Hepworth: Within the Landscapes exhibition at Abbot Hall from 5 July – 28th September 2014.
This summer exhibition focuses on one of the greatest artists of the twentieth century, Dame Barbara Hepworth (1903-1975). The exhibition contains some of Hepworth’s most iconic sculptures including Stringed Figure (Curlew), 1956, Torso III (Galatea), 1958, and Moon Form, 1968, alongside prints, photographs and ephemera detailing the artist’s life long relationship with the landscape.
Over the years, Rathbones has sponsored a number of exhibitions at Abbot
13 July 2017
Jazz in the City, Edinburgh
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.
10 January 2022
Funds under management and administration update and notice of results
Fourth quarter trading update
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
