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Why invest in Rathbones?
Rathbones is a leading UK wealth manager and FTSE 250 company with a long‑established reputation for helping clients plan and invest across generations.
We manage more than £113bn in assets across investment management, financial planning, charities and specialist services.
For shareholders, the investment appeal lies in our scale and diversified income streams, underpinning stable revenue margins and a progressive dividend policy maintained for more than 25 years.
About investing in Rathbones
The strengths driving our long‑term results
The market opportunity is big and growing. The UK wealth management market is expanding, with household wealth forecast to reach £3.5tn by 2029 and the high-net-worth (HNW) segment (£1–5m) growing at 6% compound annual growth rate (CAGR).
A projected £5.5tn in intergenerational wealth transfer over the next 25 years, combined with an ageing population and rising financial complexity, continues to drive long-term demand for professional advice.
Despite this growth, the UK remains underpenetrated, with a large share of assets still held in cash and relatively low participation in long-term investing. Regulatory developments are also supporting a shift towards client-first models. These trends create significant opportunities for scaled, trusted providers and Rathbones is well positioned to capture them.
We are one of the UK’s leading discretionary wealth managers
With £113.6bn in FUMA and over 119,000 clients, Rathbones is a leading and trusted wealth partner.
Our scale, deep expertise and long-term investment philosophy provide a strong platform for sustainable growth.
Our high-tenure investment managers and financial planners, supported by a national network, aim to deliver the stability, judgement and continuity clients value, reinforcing our strong reputation and ability to attract and retain relationships across generations.
Our right to win a client
Our broad client offering brings together the strengths of our proposition, service quality and market reach to create a compelling experience for clients:
- A comprehensive proposition
- Superior service standards
- Targeted client segments
- Growing routes to market
Scale and reputational strength
This combination supports clients throughout their financial lives and delivers a cohesive, high-quality experience that deepens relationships and loyalty with a clear purpose: Invest well. Live well.
A clear strategy focused on organic growth
Rathbones has entered a new chapter with a clear vision: to be the best wealth manager in the UK, by far. Our strategy focuses on accelerating organic growth and maximising the potential of the enlarged group centred on four priorities. To be:
- The first choice for clients: world-class investment capability, advice and solutions honed for the entire client lifecycle, proactive, personalised and effortless service experience
- The first choice for talent: a great culture, motivating incentives, AI-powered tools and processes to make doing business easy
- The most effective operator: data-led commercial excellence, simplified operations, capital efficiency
- The most reputable brand: relevant and distinctive identity, demonstrating leadership and purpose, efficient amplification to our core audiences.
Clear plans underpin each priority, supported by metrics that ensure transparency.
A new executive team focused on delivering consistent returns
In addition to our new CEO Jonathan Sorrell, we have made several appointments to support the next phase of our growth. We now have a refreshed and energised executive team in place, bringing deep expertise and a shared ambition to lead the industry and deliver the next phase of Rathbones’ growth and long-term shareholder value.
In 2025, we introduced a new capital allocation framework and launched our first £50 million share buyback, reaffirming our commitment to disciplined capital returns alongside continued investment in the business. On 27 February 2026, we announced an extension to that programme of up to £20 million.
We have delivered a 6.2% CAGR in dividends over the past 20+ years. This track record is underpinned by strong cash generation, diversified and recurring revenue streams, and a well-capitalised balance sheet. Together, these strengths give us the flexibility to invest for growth, simplify and modernise the business, and continue returning value to shareholders over the long term.
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Common questions about investing in Rathbones
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