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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17 July 2019
Rathbones’ Investment Director becomes Master of the Guild of Investment Managers
Investment Director at Rathbone Investment Management, Robert Hughes-Penney, has today become the Master of the Guild of Investment Managers.
Robert Hughes-Penney, Deputy Head of Rathbones London, is a founding member of the Guild of Investment Managers, which was established in 2015.
The Guild was created to bring together like-minded individuals from across the City of London’s investment management industry as well as to promote the importance of the sector within London.
It hosts events including debates and ‘meet and greet’ networking opportunities, where individuals can come together
14 May 2015
Rathbones wins the Citywealth 'Private Client Asset Manager of the Year - Boutique'
Rathbone Investment Management (Rathbones) is pleased to confirm it won the title of Private Client Asset Manager of the Year at the 2015 Citywealth Magic Circle Awards on 7 May. The award is judged by leading professionals – accountants, lawyers, trust companies in the sector and voted for by the same professionals and clients.
Commenting on the award, Rathbones’ Paul Chavasse, said; “This accolade has particular resonance, as it was voted for by our clients and the professional intermediaries that we work with on a day to day basis. We have made great strides in developing our private
28 March 2019
Appointment of Group Finance Director
Rathbones Group Plc (“Rathbones”) today announces that Jennifer Mathias has been appointed Group Finance Director, subject to regulatory approval. Jennifer will join Rathbones on 1 April 2019 and will also be appointed as an Executive Director to the Rathbones board and a member of the Group Executive Committee. This role will sit alongside the roles of the CEO and Managing Director of Rathbone Investment Management, increasing the total number of Executive Directors on the board from two to three.
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.
3 January 2017
Key investment themes - First quarter 2017
Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets.
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Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
