Last Updated: May 18, 2026

Discover Rathbones’ journey from 18th-century roots to top UK wealth manager - trusted for generations to deliver expert, responsible financial guidance.

Last Updated: May 18, 2026

Meet the Corporate Communications team at Rathbones

• Media Centre

Last Updated: May 18, 2026

Every so often, a change in legislation comes along that asks us to pause and reassess the fundamentals of financial planning. The government’s decision to include unused pension funds within inheritance tax (IHT) from 6 April 2027 is one of those moments. You will have seen headlines and be thinking about what this means for your clients and their retirement plans, specifically if they are planning to pass wealth on.

• Financial Adviser Insights
• Financial Advisers - At Retirement

Last Updated: May 18, 2026

Whether you are looking for a specialist investment solution or need help deciding what to do with your money, Rathbones can help.
We get to know you and your objectives, and tailor a service to meet your needs.

Last Updated: May 18, 2026

Stephen has over twenty-five years of investment experience. He joined Speirs & Jeffrey in January 2013 and arrived with Rathbones following the integration of S&J in 2019. In addition to managing investments for individuals Stephen forms part of the Rathbones Charities Team managing portfolios for charity and trust clients.

Last Updated: May 18, 2026

Craig is an investment director and manages portfolios for private clients, trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Craig graduated from the Aberdeen Business School, Robert Gordon University in 1996 with an honours degree in Commerce and joined Speirs & Jeffrey later that year. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: May 18, 2026

Our investment approach combines personal relationships, tailored portfolios, and flexible strategies to help you meet your long-term financial goals.

• Investment Approach

Last Updated: May 18, 2026

David Coombs joins Citywire journalists John Schaffer, Joseph Eden and Jeremy Gordon to discuss key topics including manager exits after Goldman Sachs Asset Management bought a Dutch asset manager, as well as SpaceX and the Halo trade.

• Financial Adviser Insights
• Financial Adviser Events - Webinars

Last Updated: May 20, 2026

Outsourcing investment management frees you from day-to-day involvement in your clients’ investments, but it doesn’t mean losing control.

Last Updated: May 20, 2026

Access consensus estimates on EPS, income statement, and valuation metrics from analysts covering Rathbones Group Plc.

• Investor Relations

Last Updated: May 20, 2026

Tailored discretionary portfolio management designed to meet the complex needs of large and mission-driven charities.

Last Updated: May 20, 2026

We offer a range of investment solutions to meet the needs of different types of charities, from large, complex institutions to smaller organisations looking for a simple way to grow their reserves. Whether your charity requires a bespoke portfolio or prefers the simplicity of a pooled fund, we can provide an approach that fits your strategy, structure and governance requirements.