We started life as a family-run timber merchant, and by 1912 focused solely on managing our clients’ wealth.
Today we're one of the largest wealth managers in the UK, 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.
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 aim 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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17 August 2022
Letter from Rathbones' Chief Executive Paul Stockton, 28 April
I hope that you and your families are keeping well during the difficult circumstances caused by the COVID-19 outbreak. Last month I wrote to you explaining the steps Rathbones is taking to deal with the situation and how you can continue to keep in touch with us over the coming weeks. As we all continue under a lockdown scenario, and as markets continue to react, I thought I would take this opportunity to update you.
As I trust you are experiencing, we are continuing to deliver Rathbones’ full range of services throughout the outbreak. Your investment manager or other usual Rathbones contact
17 August 2022
2015 3rd quarter - key themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
17 August 2022
Funds under management and administration reach record £49.2 billion
Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”
Financial highlights:
- Total funds under management and administration reached a record £49.2
17 August 2022
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
17 August 2022
Rathbones Group Plc announces Q1 2022 results
Paul Stockton, Group Chief Executive of Rathbones, said:
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