Wealth Manager of the Year 2026
We offer financial planning and investment advice to help you make confident decisions with your money.
We take a personalised approach – and it’s one our clients value, with nine in ten of our clients saying they feel more confident about their future with us (based on 180 responses to the 2024 Rathbones Client Satisfaction Survey).
Thanks to results like these, we’ve earned an Excellent rating on Trustpilot and were named Wealth Manager of the Year 2026 by City AM.
Our services
Investment advice shaped around you
Financial Planning
Investment Management
Wealth Management
How it works
Becoming a Rathbones client is straightforward, and our dedicated team are here to help from start to finish.
1. We get to know you
Fill out the form to book an introductory call so we can match you with the right adviser – at no cost to you.
2. We build your plan
Your adviser works with you to create a personalised investment approach based on your goals and situation.
3. We manage it for you
Your adviser actively manages your investments, adjusting your plan as the markets and your priorities change.
4. We support you over time
You have always-on support from your dedicated adviser and 24/7 access to your investments’ performance.
I could not ask for better peace of mind. An email or call with my adviser, and my concerns are all addressed.
Invest well. Live well.
For generations, we’ve been helping individuals and families to invest well, so they can live well. We believe wealth management isn't just about the numbers; it's about enabling you to live a fuller, more confident life.
Wherever you are on your wealth journey, we can help you go further. Because when you've planned well, you can live well.
Our reviews
What our clients say about us
MyRathbones, our digital platform
A clear view of your investments, wherever you are
MyRathbones is our secure online portal and app, designed to give you a clear view of your investments.
Track performance, access key documents and stay up to date, whenever it suits you.
You can also contact your investment team directly, all in one place.
Our awards
Industry-leading wealth management
Winner: Wealth Management Company of the Year
City AM Awards 2026
Winner: International Discretionary Fund Manager of the Year
IA Global Financial Services Awards 2026
Winner: Best Discretionary Fund Manager
Investment Life & Pensions MoneyFacts Awards 2025
Make an enquiry
Start your journey to find your adviser
Complete this form and we’ll call you back at a time that suits you to discuss how we can help. A typical Rathbones clients has at least £300,000 in investible assets, including pensions not including property.
Additional products and services
Investment funds
Through Rathbones Asset Management, we also offer a comprehensive range of investment capabilities across multiple asset classes including equities, fixed income, emerging markets and multi-asset solutions.
This could be right for you if:
- You want to invest in an actively managed fund
- You don’t need a dedicated relationship manager
- You are comfortable making your own investment decisions
Sustainable investing
Greenbank is Rathbones’ dedicated ethical and sustainable investment management service for individuals and families, trusts and charities.
Greenbank have over 20 years’ experience in sustainable investing and focus on building portfolios which positively align clients’ sustainability preferences with their investment needs.
This could be right for you if you are looking to:
- Work towards your financial goals, without compromising your values
- Use your investments as a force for good
- Get support from a dedicated investment manager who understands your needs
In particular, this service could be ideal if you are a charity trustee looking for industry leading sustainable investment management.
Trust, tax and legal
Make the right plans now and you can enjoy the peace of mind that your finances are looked after, both during your lifetime and beyond. We can support you across three connected areas: trust, tax and legal services. Each service can be used on its own, or brought together when you would benefit from a more joined-up approach.
We take time to understand your needs, your family and your wider circumstances, so you receive thoughtful, coordinated advice to help you manage, protect and pass on wealth with care and reassurance.
This could be right for you if you are looking to:
- Manage a family trust
- Find a corporate executor
- Get help with annual tax compliance
- Reduce inheritance tax
- Set up a new trust
- Make a philanthropic gift
- Get support from a dedicated advisor who understands your needs
Personal Injury and Court of Protection
We help clients who have received personal injury compensation to invest their money well.
Getting to know our clients (and often their representatives), we build an investment portfolio which meets their unique goals, making sure there is flexibility and enough liquidity to cover any spending and to act as a contingency fund. Whether we’re working with clients, deputies or trustees, our services are built on sound investment management, provided by a dedicated specialist team.
That’s why our team is trusted to manage over £2bn for our clients across the UK.
This could be right for you if you are looking to:
- Invest a compensation award
- Receive a regular income from a compensation award
- Invest as tax efficiently as possible
- Manage risk in your portfolio
- Exclude certain unethical industries or areas
- Get support from a dedicated advisor who understands your needs
Latest insights from our experts
2 mins
Financial planning: start early, live well
Faye Church is a Chartered and Certified Financial Planner who helps clients make informed decisions about their wealth, both now and for the future.
Her clients include entrepreneurs, trustees, and partners of professional firms, and a wide variety of other individuals and families. She’s passionate about helping clients use their wealth to provide security, create opportunities and live the lives they want, while supporting future generations to do the same.
Alongside her client work, Faye is Head of Rathbones' Guildford office and Financial Planning Lead for the South, where she plays a key role in developing financial planning and supporting planning teams across the region.
1 min
How to help every generation live well
Hamish Barton, Senior Investment Director at Rathbones, shares his approach to financial planning, retirement, and how clients want their children and grandchildren to prosper. Hamish is based in London. He joined following the integration with Investec Wealth & Investment, where he spent 16 years building bespoke investment portfolios for private clients. A Certified Chartered Wealth Manager, Hamish works with clients to understand their lives and goals before he considers a single investment. As a father of two young children, he brings a generational perspective to the questions his clients are grappling with and to the ones he’s facing himself.
1 min
Using your wealth to help your children live well
Michelle leads Rathbones’ Private Office, working with high- and ultra-high-net-worth clients whose wealth needs senior, coordinated support. She helps clients bring together financial planning, investment management, wealth structuring and specialist expertise, with particular experience in supporting US-connected clients, and families with international or more complex financial circumstances.
Michelle has spent her career helping people with significant wealth navigate the questions that matter most – not just where to invest, but what they’re investing for.
Michelle discusses creating structures for clients that help the next generation thrive.
2 mins
Investing to protect your family – so they can live well
Harpal Sra is a Senior Investment Director in Rathbones’ London office and one of the UK’s leading specialists in Personal Injury investment management. He advises clients who have received compensation settlements following a catastrophic injury, and their legal representatives, on investment of those funds. Many of these clients are young adults or children, which means taking an extremely long-term view.
He also sits on the Rathbones Exchange-Traded Funds and Passive Investment Committee and is a Chartered Wealth Manager, Chartered Financial Planner, and Chartered FCSI with more than 20 years of experience.
Harpal supports several brain and spinal injury charities as a fundraiser.
For Harpal's clients, living well can mean having the confidence that their financial future is secure, enabling them and their families to focus on what matters most.
Harpal talks about how he helps clients invest for the very long term, to ensure their loved ones have the best possible quality of life.