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
14 February 2025
Rathbones appoints Head of Charities Distribution: Gemma Gooch joins in new group-wide role
Rathbones Group Plc (Rathbones) has appointed Gemma Gooch as Head of Charities Distribution, a new group-wide role. She will report to Jayne Rogers, Rathbones’ Chief Distribution Officer, and will be based in London.
30 January 2025
Rathbones Group appoints Head of Asset Management, Intermediaries and Charities Marketing
Rathbones Group Plc Ltd (Rathbones) has appointed Charlotte Lamb as Head of Asset Management, Intermediaries and Charities Marketing. She will be based in London and report to Iain Clark, Head of Marketing and Client Strategy for Rathbones Group plc.
16 January 2025
RATHBONES GROUP PLC FOURTH QUARTER TRADING UPDATE
Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results.
17 October 2024
RATHBONES GROUP PLC THIRD QUARTER TRADING UPDATE
Rathbones Group Plc (“Rathbones” or the “Group”) announces a trading update for the three months ended 30 September 2024
31 July 2024
Rathbones Group Plc releases half year 2024.
.space--xs.coh-ce-cpt_vertical_space-9ddfcd02 {
display: none;
}
.coh-style-button--primary:after { content: " "; }
table tbody tr:nth-child(odd) td {background-color: white;}
RESULTS STATEMENT
|
|
|
Rathbones Group Plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2024.
Performance headlines:
- Funds under management and administration (FUMA): £108.9 billion, +3.4%
- Significant improvement in net flows in Q2
- Underlying profit before tax: £112.1 million, +120.7%
- Underlying operating margin: 25.1%
- Statutory profit before tax: £65
9 May 2024
Rathbones Group plc First Quarter Trading Update
Rathbones Group Plc (“Rathbones” or the “Group”) announces a trading update for the three months ended 31 March 2024
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
