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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22 February 2018
Funds under management up 14.3% to £39.1 billion
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
It covers the year ended 31 December 2017.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
“UK and global investment markets performed well in 2017, with some indices reaching record levels towards the end of the year. This outcome has been positive for both Rathbones and our clients, with our funds under management reaching a record £39.1 billion, up 14.3% in the year.
“Notwithstanding some caution, which naturally emerges at a time of high investment markets and political
3 November 2015
Rathbones makes senior hire to Rathbone Private Office
Rathbones today confirms the appointment of Natalie Merrens as Head of Investment Solutions for Rathbone Private Office. Natalie has over 25 years’ experience in the financial services industry and joins from Kleinwort Benson where she was Head of the Investment Solutions Group. At Rathbones, she will be responsible for building the Rathbone Private Office proposition and will work alongside the client-facing team to help them provide investment advice and service to Private Office clients. Natalie will report to Andrew Clark, Head of Rathbone Private Office.
Natalie began her career as an FX
7 December 2015
Rathbones appoints new Head of Financial Planning
Rathbones has today strengthened its in-house Financial Planning team with the appointment of Gaius Jones as Head of Financial Planning, Rathbone Investment Management Ltd.
25 July 2018
Underlying profit before tax up 11.5% to £48.3 million
Philip Howell, Chief Executive of Rathbones Group Plc, said:
“The first half of 2018 has been a busy one for Rathbones as we progressed a full project agenda and announced the acquisition of
Speirs & Jeffrey whilst maintaining our focus on day-to-day operations. We remain confident in the outlook for the business.”
Highlights:
- Underlying profit before tax* increased 11.5% from £43.3 million to £48.3 million in the first six months of 2018. Underlying profit margin remained strong at 31.5% compared to 30.4% in 2017. Underlying earnings per share increased 11.3% to 76.1p (2017: 68.4p).
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31 August 2017
Termination of merger talks
The Board of Rathbones announces that further to the announcement made on 21 August 2017, exclusive merger discussions with Smith & Williamson have been terminated.
8 April 2019
Rathbones’ talent recognised in Citywire’s Top 30 Under 30
Camilla Ayling and Emma Saunders, analysts in Rathbones’ research team, have been honoured with spots in Citywire’s Top 30 Under 30 list.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
