A trading update for the three months ended 31 March 2025 from Rathbones Group Plc.
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
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.
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 aims to deliver consistent value for our shareholders - as well as strengthen the trust that clients have in us.
Latest Rathbones news
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7 May 2025
Retirement planning drives demand for bespoke investment services
Financial advisors expect demand to rise for bespoke portfolios
28 April 2025
VAT on school fees could raise cost of private education to £667,900
Parents sending a child to private school face paying up to £111,300 extra.
16 April 2025
Demand for bespoke investment choices is growing
Financial advisers say their clients increasingly want access to ETFs, investment trusts, equities, bonds and AIM shares
3 April 2025
Retail investors opposed to scrapping or restricting access to cash ISAs, research shows
Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result
31 March 2025
Rathbones Group Plc - 2025 Annual General Meeting
The AGM is currently scheduled to be held at our London head office at 30 Gresham Street, London, EC2V 7QN, on Thursday 8 May 2024 at 9:00am.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
