Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.
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
Filters
18 October 2022
Rathbones announces a trading update for the three months ended 30 September 2022
Third quarter trading update
7 April 2020
Completion of the acquisition of the Personal Injury and Court of Protection business of Barclays Wealth
Further to the announcement made on 28 November 2019 Rathbones Group Plc ("Rathbones") announces that its wholly-owned subsidiary, Rathbone Investment Management Limited, has completed the acquisition of the Personal Injury and Court of Protection business of Barclays Wealth. Clients representing approximately £450m of FUM have successfully transferred to Rathbones.
Paul Stockton, Chief Executive of Rathbones Group Plc, commented:
"I am delighted to welcome the clients and employees of Barclays Wealth’s Personal Injury and Court of Protection business to Rathbones. This transaction represents
17 July 2019
Rathbones’ Investment Director becomes Master of the Guild of Investment Managers
Investment Director at Rathbone Investment Management, Robert Hughes-Penney, has today become the Master of the Guild of Investment Managers.
Robert Hughes-Penney, Deputy Head of Rathbones London, is a founding member of the Guild of Investment Managers, which was established in 2015.
The Guild was created to bring together like-minded individuals from across the City of London’s investment management industry as well as to promote the importance of the sector within London.
It hosts events including debates and ‘meet and greet’ networking opportunities, where individuals can come together
14 May 2015
Rathbones wins the Citywealth 'Private Client Asset Manager of the Year - Boutique'
Rathbone Investment Management (Rathbones) is pleased to confirm it won the title of Private Client Asset Manager of the Year at the 2015 Citywealth Magic Circle Awards on 7 May. The award is judged by leading professionals – accountants, lawyers, trust companies in the sector and voted for by the same professionals and clients.
Commenting on the award, Rathbones’ Paul Chavasse, said; “This accolade has particular resonance, as it was voted for by our clients and the professional intermediaries that we work with on a day to day basis. We have made great strides in developing our private
28 March 2019
Appointment of Group Finance Director
Rathbones Group Plc (“Rathbones”) today announces that Jennifer Mathias has been appointed Group Finance Director, subject to regulatory approval. Jennifer will join Rathbones on 1 April 2019 and will also be appointed as an Executive Director to the Rathbones board and a member of the Group Executive Committee. This role will sit alongside the roles of the CEO and Managing Director of Rathbone Investment Management, increasing the total number of Executive Directors on the board from two to three.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.
