Financial highlights

Explore our financial highlights for a summary of the performance of our business.

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18 September 2026

Affluent investors review wealth plans as fears of tax rises mount

Rathbones reports a spike in interest in offshore bonds

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17 September 2026

Rathbones unveils first major brand campaign, ‘Invest well. Live well.’, as part of growth ambitions

  • Tagline, ‘Invest well. Live well.’, follows full rebranding after successful integration of IW&I and reflects holistic approach to wealth management
  • Campaign launch evidence of wealth manager’s growth ambitions and includes first-ever TV advert 

 

Rathbones, one of the UK’s leading wealth and asset management groups, today launches its first major brand campaign. 
Inspired by its recently refreshed purpose, ‘to help more people invest their money well, so they can live well’, the campaign reinforces the long-term positive impact that high quality financial planning and investment advice can have

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16 September 2026

HMRC savings stats: Cash remains king despite growing appetite for investing

ISA subscriptions surged in 2024/25, led by cash savings, while rising Stocks & Shares ISA uptake points to a gradual shift towards investing.

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15 September 2026

Over one in four Britons believe stocks and shares are too risky

More than a quarter of Britons view investing as too risky, while gaps in knowledge and confidence continue to deter participation despite growing appetite to invest

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9 September 2026

Rathbones announces successful issue of new £60 million Tier 2 notes

Rathbones has issued £60 million of tier 2 debt to maintain the efficiency of the Group’s capital structure and for general corporate purposes.

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7 September 2026

Four in ten affluent women lack confidence in their retirement income plans

Rathbones research finds affluent women are less confident than men about turning wealth into retirement income, exposing a major advice gap.

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