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

More recognition at the annual Citywealth and the Better Society Awards

This year’s Citywealth Magic Circle awards took place on Wednesday 10 May and our private client team won the Private Client Asset Manager of the Year (Institutional) award for the second year running. Our team was recognised for its commitment to excellence in client service, leadership and contribution to the profession.

Rathbones enjoyed further success on the evening as the charity team were runners up in the Charity Investment Manager of the Year category. This is a category the team has won five times in the last seven years.

Melanie Wotherspoon, Business Development Director, Rathbone

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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

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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:

  1. A phoney war - Waiting for Brexit 
  2. A president in waiting - How markets might react to the US election result
  3. Currency outlook - In the long term, sterling looks undervalued
  4. A developing story - Seeking opportunities in emerging market debt
  5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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17 August 2022

Key investment themes - First quarter 2017

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

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17 August 2022

Funds under management grow to over £26 billion

This statement is an Interim Management Statement in accordance with the UK Listing Authority’s Disclosure and Transparency Rules. It covers the period from 1 July 2014 to 15 October 2014 and includes trading results for the three months ended 30 September 2014.

Chief Executive, Philip Howell, commented:

“Despite relatively flat investment markets in the third quarter, Rathbones’ funds under management grew 10% from £23.9 billion to £26.3 billion as a result of continued net organic growth combined with the successful completion of the acquisition of Jupiter Asset Management Limited's

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17 August 2022

Rathbone Investment Management International celebrates team and individual wins at Citywealth Awards

The entire team at Rathbone Investment Management International is celebrating after being named ‘Investment Management Company of the Year – Channel Islands’ for the third time in four years at the annual Citywealth International Financial Centre Awards, this week. Managing Director Jonathan Giles also took the title of ‘Outstanding Individual of the Year’ at the prestigious ceremony.

Jonathan Giles, Managing Director, and Grant Hamilton, Director, attended the event, which was held at Lord’s Cricket Ground on Wednesday evening, where they received the awards from former English rugby union

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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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