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

Termination of merger talks

The Board of Rathbones announces that further to the announcement made on 21 August 2017, exclusive merger discussions with Smith & Williamson have been terminated.

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17 August 2022

Funds under management and administration update and notice of results

Fourth quarter trading update

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17 August 2022

Rathbones Group Plc – 3rd Quarter Results

Rathbones Group Plc (“Rathbones”) announces a trading update for the three months ended 30 September 2018.

Philip Howell, Chief Executive of Rathbones Group Plc, said:

“Our continuing growth and the acquisition of Speirs & Jeffrey on 31 August 2018 helped our total funds under management increase to £47.3 billion at 30 September 2018.  This increase in scale places us in a strong position to continue to improve our service to clients and, mindful of recent volatility in investment markets, to maintain our disciplined investment in the business.” 

 

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17 August 2022

Rathbones Charities team wins "hat trick" of awards

Rathbones has been named ‘Investment Manager of the Year’ at the Charity Times Awards 2016. The judges praised Rathbones’ “impressive growth” and “genuine commitment to ethics and performance.”

 

This is the third major charity accolade of the year for Rathbones, having won ‘Asset Manager of the Year’ at the Better Society Awards, and ‘Charity Investment Manager of the Year’ at the Citywealth Awards.

Ivo Clifton, Head of Specialist and Charity Business at Rathbones, comments: “We are delighted to have been named ‘Investment Manager of the Year’. Rathbones advises more than 1,000 charities

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17 August 2022

Rathbones Winchester sponsors world’s first Scout-led expedition to Antarctica

A Hampshire Scout has successfully completed the world’s first Scout expedition to Antarctica.  The polar expedition, sponsored by Rathbones Winchester, saw Joe Doherty, (25) become the first to ski to the South Pole and to complete the return leg of his journey by wind-powered kite ski. 

After man-hauling food and kit, enduring average temperatures of -27 degrees Celsius and regularly climbing to an altitude of 2900 metres, Joe reached the South Pole after a gruelling 45 days. He successfully completed the expedition in just 61 days.

Joe started his expedition to the Geographic South Pole

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17 August 2022

Appointment of Chief Executive Officer

After achieving a successful period of considerable growth, the board of Rathbones Group Plc (“Rathbones”) announces that Philip Howell will retire as Chief Executive Officer and from the board by the 2019 Annual General Meeting on 9th May 2019. The Board has appointed Paul Stockton as his successor, subject to regulatory approval. Paul has been Group Finance Director of Rathbones for nearly a decade and was appointed Managing Director of Rathbone Investment Management in May of this year. Paul has been a key individual in the firm's success and has played an integral role in the significant

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Our people

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

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Our offices

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

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