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
10 November 2014
Rathbones appoints Will Roberts as Investment Director
Rathbones confirms the appointment of Will Roberts as an Investment Director in its Liverpool office. He will report to Brian Kenny, Investment Director responsible for Rathbones' investment management operations in the area.
13 February 2017
Melanie Wotherspoon wins an award at the Citywealth Powerwomen Awards 2017
Rathbones is pleased to announce that Melanie Wotherspoon has won a bronze award in the Leadership (Financial Organisation) category of the Citywealth Powerwomen Awards 2017.
Melanie was shortlisted for the award last August in recognition of her services to both Rathbones and the wider wealth management industry.
The Citywealth Powerwomen Awards recognise individuals and companies who maximise the potential of women in wealth. Now in their fourth year, the awards champion women in the wealth sector and highlight the female leaders of today and tomorrow.
3 April 2014
2014 second 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:
1. Sterling looks overvalued, but currency headwinds may continue for some time.
2. With markets close to fair value, long-short strategies can boost performance.
3. Referendum: "Should Scotland be an independent country?"
4. China - hard landing or managed slowdown?
5. Emerging markets - are bonds a better way to gain exposure than equities?
Read the key issues shaping current investment strategy.
If you would like more information on
11 July 2014
Rathbones recognises educational excellence at the Education Business Awards 2014
The Education Business Awards, which was sponsored by Rathbones, took place at The Grange Hotel in London on 10 July. The awards recognised schools from all sectors for their excellence, innovation and outstanding achievements in the UK education sector. 20 awards were presented by Sharron Davies MBE.
Rathbones awarded the ‘Personal Finance Education Award’ to St Mary’s School, East Sussex at The Education Business Awards, and also presented King’s College School, London with the ‘Outstanding Progress – Independent School Award.’
Commenting, Rathbones’ Andrew Pitt, head of charities, London
19 November 2014
Rathbones to sponsor "A life in television" with Julie Walters, hosted by BAFTA
The British Academy of Film and Television Arts (BAFTA) has announced that Julie Walters CBE, the multi-BAFTA-winning actress, will discuss her career and craft at a special ‘BAFTA A Life in Television’ event at BAFTA headquarters, 195 Piccadilly in London, on Wednesday 3 December. The event is supported by Rathbone Investment Management.
‘BAFTA A Life in Television’ is a new strand of live onstage events that will celebrate leading figures from the world of television, shining a light on their talent and their contribution to British television and culture.
The event with Julie Walters
6 April 2018
Key investment themes - second quarter 2018
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:
1. Looking up
How will equities react to rising bond yields?
2. Inflated expectations
Are inflation concerns justified?
3. The problem with protectionism
Biting the hand that feeds the consumer
4. Portfolio protectionism
Steady through the ups and downs
5. Good value or value trap?
UK equities look attractive across various measures
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
