Our range of investment and planning services

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.

Grandfather with grandson on his shoulders walking through a field

Investment management

Dedicated professional help to grow and manage investments

Our managers will find the right investments for you, aiming to grow and protect your wealth. We do the research, adjust to market changes and free you from day-to-day effort, so you can relax while your money works for you.

Remember, with investing your capital is at risk and you could lose some or all of your investment.

Grow your savings

Aim for the returns you need by having professionals invest your money in stocks, bonds or funds suited to your goals.

Manage risk smartly

Expert risk management and a diversified portfolio helps to keep your financial goals on track. 

Hand-off investing

Free yourself from day-to-day market watching and decision-making – we’ll do the hard work of research and trading.

Greenbank sustainable investment

Manage your wealth while investing in line with your values

Our specialist investment managers create portfolios that are carefully constructed to match your values with your financial goals.


We consider the risks and opportunities that environmental, social issues present. We also examine the long-term value of the companies we invest in as well as their impact on society and the environment.

Invest by your values

Build a portfolio which provides sustainable investment as a standard, not an add on. You can feel good about where your money goes.

Support positive change

Use your money as a force for good, with investments that help create positive change across business, society and the environment.

Balance values and growth

Rely on expert investment managers with specialist experience to create portfolios which meet your financial and sustainable goals. 

Asset management

Actively managed funds across different asset classes

We offer actively managed equity, fixed income and multi-asset capabilities. Our single-strategy and multi-asset funds are designed to meet investors’ capital growth and income requirements. 

Actively managed investments

We think intelligently, act decisively and make ourselves completely accountable for our decisions.

Invest for the long-term

We take well thought out decisions based on experience rather than on what might be popular in the moment.

Established investment teams

Our long established and highly experienced investment teams have the autonomy to follow their own unique process.