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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?
- Asset Management
  Looking to invest in a fund? See our full range.
- 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.
- Personal Injury and Court of Protection
  Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team.
- Private Banking with Investec
  Private, corporate, and investment banking services through our partnership with Investec bank.
- Awards
  Our awards and industry recognition reflects our commitment to exceptional wealth management.
About us
About us
A leading 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
  Learn more about our Board, Executive Committee and our approach to corporate governance.
- Investor relations
  Find the Rathbones Group Plc financials, reports, investment case and key events.
- Media centre
  Read the latest news from Rathbones Group.
- 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 in to or watch our specialists in one of our podcasts.
- Responsible investing
  Explore our articles, reports and events on investing responsibly.
- Webinars
  Timely insights, real conversations. Watch live or catch up anytime.
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
  Our team will be in touch to help you book a no obligation consultation with an adviser.
- Our media contacts
  Access the contact details for our media team.
- Other contacts
  Need to contact us about something else? Here you'll find all the options.

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Asset Management

Wealth Management

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Pages (441)

Blogs (344)

News (270)

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Search Query

Businesses

Asset Management

Wealth Management

Audiences

Financial Intermediary

Individual investor

Financial Adviser

Individuals and Families

Charities

Type

Articles (1686)

Documents (1421)

Our People (970)

Pages (441)

Blogs (344)

News (270)

Funds (48)

Offices (21)

Careers (13)

Service Information (1)

Language

Filters

Search Query

Businesses

Asset Management

Wealth Management

Audiences

Financial Intermediary

Individual investor

Financial Adviser

Individuals and Families

Charities

Type

Articles (1686)

Documents (1421)

Our People (970)

Pages (441)

Blogs (344)

News (270)

Funds (48)

Offices (21)

Careers (13)

Service Information (1)

Language

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

Documents

Rathbones Engagement Plan 2025

Last Updated: January 26, 2026

Documents

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

Last Updated: July 22, 2025

Documents

Basic information about the protection of your eligible deposits

Last Updated: July 22, 2025

Documents

US resident terms of business key changes document - 0424

Last Updated: July 22, 2025

Documents

Rathbones Investment Management Limited Terms of Business

Last Updated: July 22, 2025

Documents

Why us a financial planner talking points July 2024

Last Updated: July 22, 2025

Documents

s430(2B) Companies Act 2006 Statement

Last Updated: July 22, 2025

Documents

Polls Apart

Last Updated: July 22, 2025

Documents

Review of the week 24 06 2024

Last Updated: July 22, 2025

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Rathbones Group Plc
30 Gresham Street
London
EC2V 7QN

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Results, reports and presentations
Results webcast
Rathbones Group Plc 2024 preliminary results...

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.