Preliminary results for the twelve months ended 31 December 2021
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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17 August 2022
Rathbones wins 5-star rating award for online services
Rathbones has been awarded a 5-star rating for its online services at the Financial Adviser Service Awards 2015.
17 August 2022
Rathbones completes acquisition of Speirs & Jeffrey
Rathbones Group Plc (“Rathbones”) today announces that following receipt of regulatory approval, it has completed the acquisition of Speirs & Jeffrey (“S&J”), Scotland’s largest independent wealth manager with funds under management of £6.7bn and a team of around 150 people, including 38 investment professionals.
Speirs & Jeffrey represents a strong cultural and operational fit for Rathbones, with a heritage and philosophy very similar to our own. S&J is market-leading in Scotland and, like Rathbones, their approach places clients at the heart of everything they do.
This is an important
17 August 2022
Rathbones’ talent recognised in Citywire’s Top 30 Under 30
Camilla Ayling and Emma Saunders, analysts in Rathbones’ research team, have been honoured with spots in Citywire’s Top 30 Under 30 list.
17 August 2022
Rathbones sponsors John Moores Painting Prize Visitors' Choice Award 2014
An enormous painting of an urban scene strewn with bin bags and graffiti, and overgrown with twisted plants and weeds, is the winner of the John Moores Painting Prize Visitors’ Choice 2014, sponsored by Rathbones.
Since the exhibition opened in July, visitors have been voting in their thousands for their favourite work. With such a varied selection people were spoilt for choice between eerie photorealist works, stunning portraiture, landscape and figurative work or intriguing abstract paintings.
However it was the overwhelming Vinculum by London-born Losq which captured the imagination of
17 August 2022
Citywire Wealth Manager's Top 100, highlights Rathbone's team
Rathbones is pleased to announce that four of its team members have been listed in the Citywire Wealth Manager Top 100. The awards highlight those individuals “who are the locomotives behind the UK’s thriving private client investment management industry.”
Head of Multi-Manager Investments David Coombs, Liverpool-based Investment Director James Hedley, Head of Research Elizabeth Savage and Research Analyst Mona Shah were all singled out for inclusion in the list of the top 100 most influential people in private client fund selection.
Commenting on the awards, Paul Chavasse, Head of
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Find your local Rathbones office. We have over 20 across the UK and Channel Islands.