Trusted by generations to deliver

From humble beginnings in the 1700s to the FTSE-listed Rathbones you see today, our motivation is simple: to help more people invest well, so they can live well.

Proud of our past, excited for the future

Read about our story

We started life as a family-run timber merchant, and by 1912 focused solely on managing our clients’ wealth. 

Today we're one of the largest wealth managers in the UK, 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.

We always go one step further

Read about our purpose

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.

By your side on your journey

See who we help

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 aim to deliver consistent value for our shareholders –  as well as strengthen the trust that clients have in us.

Join our team to build a career you are proud of

We will invest in your development and well being and offer a competitive benefits package to support you in reaching your goals, both in and outside of work.

Latest Rathbones news

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17 August 2022

2016 2nd quarter - key themes

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

  1. Monetary policy - Negative interest rates: bad for banks?
  2. Economic data and sentiment - Markets overreacted to concerns about the global economy
  3. Inflation-linked bonds - The markets UK inflation expectations are too low
  4. Divisifiers - Finding sources of uncorrelated returns
  5. Dividends - The income challenge is getting tougher

Read the key issues shaping current investment strategy.

If you would like more information on

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17 August 2022

Rathbone Investment Management wins 'Charity Investment Manager of the Year' at Citywealth Magic Circle Awards

Rathbone Investment Management confirms it has won the title of Charity Investment Manager of the Year for the second year running at the ninth Citywealth Magic Circle Awards 2014.

The awards, held on 8 May at the Grange Hotel, is an established presence in the wealth calendar, attracting top level professionals from the leading firms in the private wealth sector.

Rathbones has a history grounded in charitable activity, managing over £2.6 billion of funds for over 960 charities (as at 31 December 2013). The company works with not for profit organisations across various sectors, ranging in size

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17 August 2022

Five common “myths” of Brexit dispelled in Rathbones report

  • New report by Rathbones considers implications of EU referendum, and aims to dispel five of the most common myths around potential Brexit.
  • Report finds the consequences to either leave or stay in the EU more complex than current rhetoric suggests.
  • UK financial markets to become increasingly volatile as a result of economic and policy uncertainty, but emergence of any pervasive trends unlikely.
  • If the UK votes to leave, then some industry sectors are more vulnerable than others.

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and

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17 August 2022

Rathbone Investment Management Shortlisted for Citywealth Magic Circle Awards

Rathbone Investment Management is pleased to announce it has been shortlisted for the Charity Investment Manager of the Year award at the Citywealth Magic Circle Awards 2014. The awards will be held on the 8 May at the Grange Hotel.

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17 August 2022

Rathbones hires new head of charities in Scotland

Rathbone Investment Management is pleased to announce the appointment of Fiona Gillespie as the new head of charities for Scotland.

Fiona joins Rathbones with over 25 years’ experience within investment management, most recently at Anderson Strathern Asset Management and Aberdeen Asset Management, where she was the principal manager for a number of charities and foundations.

Fiona has a long track record of managing investments for charities and is a long-standing member of the charity sector in Scotland. Fiona’s appointment will help strengthen Rathbones’ charity proposition with the aim to

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17 August 2022

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

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Our people

Our people are at the heart of the service we deliver.

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Find your local Rathbones office. We have over 20 across the UK and Channel Islands.

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