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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9 August 2016
2016 third quarter - key investment themes
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:
- EU referendum - The UK is open for business
- Steady as she goes - US recovery remains on track
- Caveat emptor - The 'hidden' exposure of index investing
- Japan revisited - Plenty of positives for Japanese equities
- The changing face of globalisation - Despite challenges, globalisation has not stalled
Read the key issues shaping current investment strategy.
Alternatively, for more detailed articles on these issues, read Inve
20 February 2020
Rathbone Group Plc 2019 Preliminary results
Highlights
- Total funds under management and administration passed a significant milestone, reaching £50.4 billion at 31 December 2019, up 14.3% from £44.1 billion at 31 December 2018. The FTSE 100 Index increased 12.1% and the MSCI PIMFA Private Investor Balanced Index increased 13.1% over 2019.
- Funds in Rathbone Investment Management grew 11.7% to £43.0 billion (31 December 2018: £38.5 billion). Operating income in Investment Management was strong, increasing 12.9% to £310.9 million for the year ended 31 December 2019 (2018: £275.3 million), reflecting a full year of income of Speirs &
15 October 2021
Rathbones announces net zero emissions targets
Rathbone Greenbank Investments (Greenbank), Rathbones’ specialist ethical, sustainable and impact arm, has today detailed its plan to become a net zero emissions business by 2040. This commitment covers emissions associated with its operations, supply chain and investments.
25 April 2018
Professional Recognition for Rathbones’ Investment Director
Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.
22 February 2016
Rathbones announced as a Better Society Awards finalist
Rathbones charity team has been shortlisted for the ‘Asset Manager of the Year’ award at the Better Society Awards that will take place in May. The London-based investment firm, which has been operating across the UK since 1742, has been recognised for its work within the charity sector, as well as its ongoing focus around ethical investment.
Organised by the Better Society Network and now in its second year, the Better Society Awards reach out beyond the horizons of any one sector to assess and reward those who are helping to create a better, more equal, ethical and sustainable world.
The
6 May 2014
Rathbones to Host Fifth annual Charity Symposium at Saatchi Gallery
Rathbone Investment Management confirms that its fifth annual Charity Symposium will be held on 18 September 2014 at the Saatchi Gallery, London. At what is now a well-established event in the not-for-profit calendar, Rathbones’ spokespeople will be joined by Baroness Manningham-Buller, former head of MI5, and John Timpson, chairman of the Timpson family business.
This year, the Charity Symposium, aimed at charity trustees and their advisers, takes “new perspectives” as its central theme. Rathbones believes that good investment requires an open mind and the outperforming assets of tomorrow
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
