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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FCA urges public to report fraudulent investment schemes
The Financial Conduct Authority (FCA) is urging the public to get in touch if they have been contacted by a company offering what they think could be a fraudulent investment.
Rathbones announces title sponsorship of literary prize
Rathbone Investment Management is proud to announce a new partnership with the Folio Prize Foundation to form the Rathbones Folio Prize.
The prize will be awarded to the best new work of literature published in the English language in a given year, regardless of genre. Uniquely, the books selected for consideration, the shortlist and the winner of the Rathbones Folio Prize are all chosen by an academy of outstanding writers and critics. Bestselling author, Ahdaf Soueif, has been named chair of the judging panel for 2017.
In addition to the Prize, the sponsorship will also support a number
Rathbones Winchester sponsors world’s first Scout-led expedition to Antarctica
A Hampshire Scout has successfully completed the world’s first Scout expedition to Antarctica. The polar expedition, sponsored by Rathbones Winchester, saw Joe Doherty, (25) become the first to ski to the South Pole and to complete the return leg of his journey by wind-powered kite ski.
After man-hauling food and kit, enduring average temperatures of -27 degrees Celsius and regularly climbing to an altitude of 2900 metres, Joe reached the South Pole after a gruelling 45 days. He successfully completed the expedition in just 61 days.
Joe started his expedition to the Geographic South Pole
Rathbones' Funds under management grow 24%
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A.
It covers the year ended 31 December 2014.
Mark Nicholls, Chairman of Rathbones Group Plc, said:
“2014 was a challenging year for most investment markets, which became increasingly volatile in the second half. Despite this, Rathbones had another good year and achieved strong and broad-based growth. Our total funds under management grew by 23.6 % over the year to £27.2 billion and we warmly welcomed more than 5,000 new clients during the year.
“Rathbones looks forward to future growth
Rathbones sponsors the 2018 Charity Awards
Rathbones is delighted to be working in partnership with Civil Society Media as sponsors of the 2018 Charity Awards. The awards celebrate leadership, good governance, innovation and excellence. As investment managers, we do everything we can to support the work that the third sector does and promoting best practice is an important part of our relationship with charities. The Charity Awards provide charities of all shapes and sizes with a window to showcase their efforts and the impact they have made.
Now entering its 19th year, the Charity Awards continues to recognise those charities that
Head of collectives research named in list of rising stars
Rathbones is pleased to announce that Alex Moore, head of collectives research, has been recognised as a rising star in the industry by landing a spot in PAM’s 2019 Top 40 under 40.
Moore joined Rathbones in May 2015 as a collectives research analyst and was promoted to head of collectives research in July 2018. Prior to joining, he worked for the British Steel Pension Fund and Dimensional Fund Advisors, specialising in Asia-Pacific and emerging markets equity portfolio management.
Moore is responsible for overseeing the team that provides guidance to Rathbones’ investment managers in making
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.