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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7 December 2022
Changes to names of some Rathbones Group business units
Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.
18 October 2022
Rathbones announces a trading update for the three months ended 30 September 2022
Third quarter trading update
3 July 2014
2014 Third 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. Equities: Markets are likely to reward high-quality growth businesses
2. Bonds: Evaporating liquidity and tight spreads may cause problems for investors
3. Disruptive technologies: The digital economy is creating investment opportunities
4. Currency wars: China is on the verge of devaluing the reminbi to support growth
5. The curse of deflation: Has economic stagnation and ECB inaction condemned Europe?
Read the key issues shaping
20 February 2014
Rathbones Grows Profit Before Tax By 15%
This is a preliminary statement of annual results published in accordance with FCA Listing Rule 9.7A. It covers the year ended 31 December 2013.
10 April 2015
2015 2nd 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:
- The equity-bond conundrum: Has QE distorted financial markets?
- Increasing dispersion: Equity market returns are diverging by sector, region and style.
- Trouble in the eurozone: The ECB's latest move could be too little too late.
- Reforming Japan: Corporate governance standards are improving.
- UK commercial property: Investors might want to locate he exit points.
Read the key issues shaping current investment strategy.
If you would like
9 September 2019
Rathbones Winchester reaches £2bn in funds under management
Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.
The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.
The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south. Investment manager, Jonny Holmes, is the latest addition to the 30
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
