Preliminary results for the twelve months ended 31 December 2022.
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.
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.
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.
Latest Rathbones news
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18 January 2023
Rathbones releases its FUMA update for the year ending 31 December 2022
Funds under management and administration (FUMA) update for the year ended 31 December 2022 and notice of results.
17 January 2023
Changes to names of some Rathbones Group business units
Please be aware that effective today, 8 December 2022, we have changed the names of the Rathbones business units listed below. We have made these minor changes to bring these names in line with the Rathbones Group Plc change we made in December 2021.
21 November 2022
Rathbones announces a trading update for the three months ended 30 September 2022
Third quarter trading update
17 August 2022
Rathbones recognises educational excellence at the Education Business Awards 2014
The Education Business Awards, which was sponsored by Rathbones, took place at The Grange Hotel in London on 10 July. The awards recognised schools from all sectors for their excellence, innovation and outstanding achievements in the UK education sector. 20 awards were presented by Sharron Davies MBE.
Rathbones awarded the ‘Personal Finance Education Award’ to St Mary’s School, East Sussex at The Education Business Awards, and also presented King’s College School, London with the ‘Outstanding Progress – Independent School Award.’
Commenting, Rathbones’ Andrew Pitt, head of charities, London
17 August 2022
Fourth quarter - key investment 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:
- A phoney war - Waiting for Brexit
- A president in waiting - How markets might react to the US election result
- Currency outlook - In the long term, sterling looks undervalued
- A developing story - Seeking opportunities in emerging market debt
- Valuations too rich? - Infrastructure funds stand at substantial premiums
Read the key issues shaping current investment strategy.
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