Trusted by generations to deliver

From humble beginnings in the 1700s to the FTSE-listed Rathbones you see today, our motivation is simple: to help more people invest well, so they can live well.

Proud of our past, excited for the future

Read about our story

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

We always go one step further

Read about our purpose

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.

By your side on your journey

See who we help

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 aim to deliver consistent value for our shareholders - as well as strengthen the trust that clients have in us.

Join our team to build a career you are proud of

We will invest in your development and well being and offer a competitive benefits package to support you in reaching your goals, both in and outside of work.

Latest Rathbones news

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1 April 2015

dot-art Schools competition

dot Art Logo

Rathbones are one of the sponsors of the dot-art Schools competition, an annual art event for primary and secondary schools in the Liverpool City Region. dot-art Schools is an interactive, online competition, culminating in an exhibition at St Georges Hall from the 5th to the 21st June. The competition is designed to nurture talent, raise ambition, and take art out of the classroom and into the real world.

Each school creates and selects 25 pieces of student work which they feel best represent the talents of their students. These art works are then submitted by February half term and put on

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11 March 2014

Rathbone Investment Management Shortlisted for Citywealth Magic Circle Awards

Rathbone Investment Management is pleased to announce it has been shortlisted for the Charity Investment Manager of the Year award at the Citywealth Magic Circle Awards 2014. The awards will be held on the 8 May at the Grange Hotel.

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6 July 2017

Key investment themes - third quarter 2017

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. Investing in technology - Great tech-spectations

2. Looking up - Europe: from problem child to investor's favourite?

3. Measuring Abenomics - Are Shinzo Abe's arrows flying true?

4. Brexit uncertainty - Still lots of heat but little light

5. Active vs passive - The unintended consequences of passive investing

Read the key issues shaping current investment strategy. 

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9 December 2019

Catherine Taylor named in Citywealth's International Powerwomen Top 100 list

Citywealth's International Powerwomen Top 100 list recognises the women who are considered influential within the international community.

Catherine Taylor is Chief Operations Officer and a main board director at Rathbone Investment Management International (‘RIMI’) in Jersey, and manages the offshore operational infrastructure supporting the growing international private client business.

Since joining RIMI in 2015, Catherine has overseen a rise in funds under management in Jersey from £1.2 billion at 31st December 2015 to £2.0 billion at 30th September 2019. During the same period, the

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21 January 2016

Remembering Eleanor Rathbone: Somerville symposium

2016 marks the 70th anniversary of Eleanor Rathbones death. An unsung hero of the twentieth century, Eleanor was a philanthropist, suffragist, social and welfare reformer, and humanitarian activist.

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19 January 2015

Rathbones brings financial education to North West schools

Rathbones has extended its financial education programme to schools in the North West.

Rathbones’ Kendal Regional Director Richard Dawson and Assistant Investment Manager Stephen Quick have recently presented at St Bees School, Giggleswick School, Kirkham Grammar School, Lancaster Royal Grammar School, Sedbergh School and Manchester Grammar School.

The office will be hosting a financial awareness event for 16-22 year olds in the region during the 2015 Easter holidays at Levens Hall in Kendal.

Commenting, Rathbones’ Richard Dawson said:

“People are burdened with financial pressures at an

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Our people

Our people are at the heart of the service we deliver.

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Our offices

Find your local Rathbones office. We have over 20 across the UK and Channel Islands.

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