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
2 August 2023
Update on combination with Investec Wealth & Investment UK
Rathbones Group Plc has obtained all relevant regulatory approvals for its all-share combination with Investec Wealth & Investment UK, which is expected to complete on 21 September. The combination will create the UK’s leading discretionary wealth manager. Read the announcement here.
26 July 2023
Rathbone Unit Trust Management makes new Executive Chair and Chief Executive appointments as Mike Webb announces retirement
Rathbones Group Plc announces the appointments within Rathbones Unit Trust Management Limited (RUTM) of Jayne Rogers as Executive Chair and Tom Carroll as Chief Executive. Jayne will also take on the role of Chief Distribution Officer, Rathbones Group Plc. This is subject to FCA approval. Both Jayne and Tom will be based in the London office.
26 July 2023
Rathbones Group Plc releases half year 2023 results today. Read the full announcement here.
Rathbones Group Plc (“Rathbones”) announces interim results for the six months ended 30 June 2023.
6 July 2023
The Next Chapter
We are proud to unveil the next chapter in Rathbones’ brand story
1 June 2023
Rathbones Group Plc – General Meeting
The General Meeting ("GM") to be convened in relation to the approval of the all-share combination by Rathbones with Investec Wealth & Investment Limited is scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Friday 23 June 2023 at 10:30 a.m.
30 June 2023
Rathbones Group Plc – General Meeting
The General Meeting ("GM") to be convened in relation to the approval of the all-share combination by Rathbones with Investec Wealth & Investment Limited is scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Friday 23 June 2023 at 10:30 a.m.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
