Wealth Management for High Net Worth Individuals (HNWI)

Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant.

You will have direct access to a team of wealth management experts who will personally manage your affairs. And our independence from other financial providers ensures that the service we offer is never tied to any manager, asset class or investment style — creating unconstrained opportunities.

What we do

Private office is a highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.

Our expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside your existing team of professional advisers or managing every aspect in-house, we adopt a holistic approach and offer you access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.

Our approach is advisory driven with the focus on securing long-term trusted relationships with our clients and partners.

Financial planning & tax

Sustainable investment and philanthropy

Trust and legal services

Individual investment management

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_{^{**This service is not regulated by the FCA}}
_{^{***Regulated by JFS}}

Paul Stockton - Group Chief Executive

Listening to your needs and aspirations is critical to helping you achieve your goals as a family. Our professional teams will strive to provide you the best possible results, supported by a personal service that sets us apart.

Our clients

Families

Family life is complex. Structures need to adjust as children leave home and have families of their own. Relationships change over time.

A separation, or divorce will require new strategies.

Generations of loyal support has shown us that every family is different, which is why we provide an individual level of service covering all aspects of your wealth. Our team is experienced in curating succession planning, wealth preservation and other family goals.

We will evaluate the performance of your wealth as a whole and at individual portfolio level. An independent perspective can enhance the structuring of wealth and improve asset and liability management. And we can help you create an overview of your assets, apply integrated strategies and harmonise interests within the family.

Entrepreneurs

Managing wealth where business and personal interests overlap presents particular challenges. We can help you prepare your financial structures ahead of a business sale and then assist you in the transition from wealth creation to preservation. For example, as you move from business owner to investor, we will recommend asset allocations to match your changing priorities and source the best investment strategy for your objectives.

Selling your business requires planning to make the most of the opportunities available. We will work with your advisers to help ensure your tax planning, wealth structuring and investment strategies are robust and integrated.

Ultimately, we’ll help you turn the success of your business into financial security for your family, your philanthropic commitments, and your next project.

Senior corporate executives

Our advice can help you realise the rewards of hard work and a successful career.

Taking control of retirement planning is a common goal, especially for executives who have multiple pension plans. Our understanding of the changing rules and regulations affecting company and personal pensions, together with effective tax planning, can help protect your benefits.

We can review your investment strategy, optimise asset allocation and take care of portfolio management for you. Our lending services include the use of portfolios to access liquidity when you need it. Having taken responsibility for people’s wealth for generations, we understand how financial priorities can change as you near retirement. Our perspective on the whole of your wealth means we can help you get organised for the next stage of your life. The timing and structure of disposals is crucial; we can provide the right advice at the right time.

Professionals

When you’re busy dealing with the financial and legal priorities of others, you can easily neglect your own. Our team of financial planners and investment professionals can offer all the advice and expert support you’ll need to help you take care of your personal finances.

We can advise you on how to optimise your retirement planning and tax position. We have the global research to help you stay on top of investment trends across different markets. And we can monitor the application of any investment restrictions that your investment managers should comply with.

International private client services

Whether you are living in the UK, or resident elsewhere*, and require accounts offshore to manage your portfolio in a tax efficient manner, we can offer accounts managed by an investment manager either based in Jersey or in the UK. Our team of offshore experts have excellent relationships with local accounting, legal and international trust companies with whom we collaborate to design optimal solutions to meet your needs.

^{*The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.}

International trust companies

Your clients are looking to you for guidance on the selection of high-quality investment managers who can tailor bespoke portfolios in a range of currencies with access to global investment opportunities. This requires a professional institutional approach based on investment expertise and high-quality reporting and administration.

Our team of Jersey*** based experts and UK based investment managers are experienced in running portfolios for the underlying clients of Trust companies and can be relied upon to follow the demanding requirements of international tax rules.

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

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Private Office

Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant.

What we do

Financial planning & tax

Sustainable investment and philanthropy

Trust and legal services

Individual investment management

Our clients

Responsibility at Rathbones

Our team

Get In Touch

Insights

Between the Vines - Hundred Hills - Inspired Sounds Episode 17

Investment Insights - November 2025

Why retirement needs its own strategy

Retirement income advice under review by the Financial Conduct Authority

Let's talk

Private Office

Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant.

What we do

What we do

Financial planning & tax

Sustainable investment and philanthropy

Trust and legal services

Individual investment management

Our clients

Responsibility at Rathbones

Our team

Get In Touch html {scroll-behavior: smooth;}

Insights

Between the Vines - Hundred Hills - Inspired Sounds Episode 17

Investment Insights - November 2025

Why retirement needs its own strategy

Retirement income advice under review by the Financial Conduct Authority

Let's talk

Get In Touch