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
6 January 2014
2014 first 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:
12 May 2017
More recognition at the annual Citywealth and the Better Society Awards
This year’s Citywealth Magic Circle awards took place on Wednesday 10 May and our private client team won the Private Client Asset Manager of the Year (Institutional) award for the second year running. Our team was recognised for its commitment to excellence in client service, leadership and contribution to the profession.
Rathbones enjoyed further success on the evening as the charity team were runners up in the Charity Investment Manager of the Year category. This is a category the team has won five times in the last seven years.
Melanie Wotherspoon, Business Development Director, Rathbone
14 May 2015
Funds under management grow 6.3% to £28.9 billion
This Interim Management Statement covers the period from 1 January 2015 to 13 May 2015 and includes trading results for the three months ended 31 March 2015.
At the Annual General Meeting later today, Mark Nicholls, Chairman of Rathbones, will say:
“With a backdrop of reasonably favourable investment markets our total funds under management reached £28.9 billion at the end of the first quarter, up 6.3% from 31 December 2014.
“We continue to make good progress on the strategic initiatives we outlined last year, and remain positive in our outlook as we continue to invest and consider future
13 October 2021
Rathbones funds under management and administration rise to £60.9 billion
Following a strong third quarter of growth, our total funds under management and administration reached £60.9 billion at 30 September 2021. Positive net organic inflows in Investment Management and record net inflows into Rathbone Funds reflect our continuing momentum and delivery against the strategic priorities we have set out for growth.
9 May 2014
Rathbone Investment Management wins 'Charity Investment Manager of the Year' at Citywealth Magic Circle Awards
Rathbone Investment Management confirms it has won the title of Charity Investment Manager of the Year for the second year running at the ninth Citywealth Magic Circle Awards 2014.
The awards, held on 8 May at the Grange Hotel, is an established presence in the wealth calendar, attracting top level professionals from the leading firms in the private wealth sector.
Rathbones has a history grounded in charitable activity, managing over £2.6 billion of funds for over 960 charities (as at 31 December 2013). The company works with not for profit organisations across various sectors, ranging in
7 May 2014
Rathbones secures title sponsor of the 2017 Women's Lacrosse World Cup
Rathbone Brothers Plc, the FTSE 250 wealth management company, has increased its commitment to English Lacrosse by becoming the title sponsor of the 2017 FIL Women’s Lacrosse World Cup.
The FIL Rathbones Women’s Lacrosse World Cup will be hosted at Surrey Sports Park the 13 – 22 July 2017. This will be the 10th Women’s World Cup and more than 26 nations are expected to compete for the world title. The nine day event will welcome over 10,000 spectators, 700 elite athletes and 2,000 festival lacrosse participants.
In February this year, Rathbones announced an extension to their partnership
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
