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
Filters
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
28 March 2019
Appointment of Chief Executive Officer
After achieving a successful period of considerable growth, the board of Rathbones Group Plc (“Rathbones”) announces that Philip Howell will retire as Chief Executive Officer and from the board by the 2019 Annual General Meeting on 9th May 2019. The Board has appointed Paul Stockton as his successor, subject to regulatory approval. Paul has been Group Finance Director of Rathbones for nearly a decade and was appointed Managing Director of Rathbone Investment Management in May of this year. Paul has been a key individual in the firm's success and has played an integral role in the significant
30 April 2014
Rathbones announces extended partnership with Lacrosse Scotland ahead of the U19 World Championships
Rathbone Brothers Plc (Rathbones), the FTSE 250 wealth management company, announces its extended partnership with Lacrosse Scotland until 2017. The partnership comes during an exciting time for the sport with confirmation that U19 World Championships 2015 will be held in Edinburgh.
Rathbones' sponsorship has enabled Lacrosse Scotland to set up the Rathbones Fund, a body which offers grants to lacrosse players, and also clubs which are aiming to develop the sport in Scotland. This partnership between Rathbones and Lacrosse Scotland aims to increase participation and facilitate greater
11 October 2017
Another win for the charities team at the 18th Annual Charity Times awards
Rathbones’ charity team was delighted to win the Investment Manager of the Year award for the second year running at the 18th Annual Charity Times Awards on 4 October.
The awards celebrate best practice in the UK charity and not-for-profit sector and Rathbones were one of seven investment management firms shortlisted. The ceremony, run by Charity Times, took place at the Park Plaza on Westminster Bridge with winners announced by comedian Shappi Khorsandi.
Bpas, ClientEarth, Fareshare UK, The Encephalitis Society and Sapper Support were recognised as charity of the year in their respective 6 April 2017
Key investment themes - second quarter 2017
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.
27 July 2016
Funds under management reach £30.6 billion
This statement is a half-yearly financial report in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the six month period ended 30 June 2016.
Philip Howell, Chief Executive of Rathbone Brothers Plc, said:
"Whilst turbulent market conditions and planned expenditure have impacted profitability, we continue to pursue our growth plans. In an eventful first half, our investment teams have worked hard to ensure that client communications are timely and insightful. "Although our outlook is cautious, Rathbones will remain alert to acquisition opportunities that
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
