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Who we help
Who we help
We help a wide range of clients invest well so that they can focus on what matters
Who we help
- Individuals and families
  Focusing on you and your individual goals
- Entrepreneurs and business owners
  Helping turn the success of your business into financial security for your family
- Financial advisers
  Working with you, for your clients.
- Charities
  Helping charities invest in line with their mission and values
- Professional partners
  We work with lawyers, accountants and other professionals.
Our services
Services
See our wide range of services tailored for your needs
Our services
- Investment management
  Looking for someone to create an investment portfolio for you?
- Wealth management
  Our combined investment and planning service for a holistic approach to your finances
- Financial planning
  Need help reorganising your finances and planning for the future?
- Tax and trust
  Helping you pass on your wealth, manage a trust or gift to charity
- Greenbank sustainable investing
  Looking for investments that align with your values? See our sustainable investment options
About us
About us
A top 3 UK wealth manager with roots dating back to 1742
About us
- Careers
  Learn more about what it’s like to work at Rathbones, and search our current vacancies
- Corporate governance
  Explore our reports and accounts which ensure we comply with the UK Corporate Governance Code
- Investor relations
  Find the Rathbones plc financials, investment case and key events
- Media centre
  Read the latest Group news
- Our purpose
  Our driving purpose is to help more people invest well, so they can live well
- Responsible business
  We believe in doing the right thing for our clients and for others too
Insights
Insights
Read the latest news and market commentary from our specialists
Insights
- Financial planning
  Explore a range of topics affecting your finances, from retirement planning to the latest legislative changes
- Investing
  Read about the key investment themes affecting global markets
- Podcasts
  Listen to our specialists in one of our podcasts: Inspired sounds, Inspired minds, or Financial planning unlocked
- Responsible investing
  Explore our articles, reports and events on Responsible Investment
Contacts
Contacts
Whether you have a question about our services, or need to talk someone specific, we can help
Contacts
- Our offices
  Find your local Rathbones office. We have 21 across the UK and Channel Islands.
- Our people
  Find the contact details for your Rathbones team by searching our people’s directory.
- Let's talk
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- Other contacts
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Businesses

Asset Management

Wealth Management

Audiences

Financial adviser

Individual investor

Charities

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Documents (1504)

Articles (1446)

Our People (975)

Blogs (321)

News (195)

Events (103)

Pages (48)

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Careers (13)

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Businesses

Asset Management

Wealth Management

Audiences

Financial adviser

Individual investor

Charities

Type

Documents (1504)

Articles (1446)

Our People (975)

Blogs (321)

News (195)

Events (103)

Pages (48)

Funds (47)

Offices (22)

Careers (13)

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Documents

Specialist Tax Portfolio Service, Business Relief against Inheritance Tax

Last Updated: July 22, 2025

Documents

Review of the week: Is the door opening to US rate cuts?

Last Updated: July 22, 2025

Documents

Our direct engagements: the full list April 2024 – March 2025

Last Updated: April 16, 2025

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Rathbones Engagement Plan 2025

Last Updated: April 3, 2025

Documents

EIS mandates - Examples of opportunities that have crossed our desks, April 2023

Last Updated: July 22, 2025

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Basic information about the protection of your eligible deposits

Last Updated: July 22, 2025

Documents

RATHBONES GROUP PLC FOURTH QUARTER TRADING UPDATE

Last Updated: July 22, 2025

Documents

Talking points October 2023 Get ready to retire

Last Updated: July 22, 2025

Documents

Review of the week: Which path are we on?

Last Updated: July 22, 2025

Documents

Responsible Business Update 2024

Last Updated: July 30, 2025

Documents

Rathbones Investment Management Limited Terms of Business

Last Updated: July 22, 2025

Documents

Services for charities

Last Updated: February 14, 2019

Our Services For Charities
Charities
Charity
Ethical

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Rathbones Group Plc
30 Gresham Street
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EC2V 7QN

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.