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

Keywords
Region
Keywords
Region

Filters

Keywords
Region
17 August 2022

Rathbones Winchester reaches £2bn in funds under management

Local investment management firm, Rathbones in Winchester, has grown the value of funds under management to £2 billion*, doubling in size in the last six years.

The team’s focus on strengthening partnerships with independent financial advisers (IFAs) and the successful expansion of its Vision Independent Financial Planning business, were key drivers for this impressive progress.  

The team at Rathbones in Winchester has had to expand rapidly to keep pace with the growing demand for its services in Hampshire and the south.  Investment manager, Jonny Holmes, is the latest addition to the 30

Read more
17 August 2022

2016 1st 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 - Why investors should not fear rising interest rates
  2. A postcard from Beijing - China's old and new economies diverge
  3. Real estate - Increasing risks in UK commercial property
  4. Pay day - Wage inflation and the UK economy
  5. Fixed income - Signs of stress in high yield bond markets

Read the key issues shaping current investment strategy.

If you would like more information on news items, please email enquiries

Read more
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

Read more
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

Read more
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. 

Read more
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

Read more

Learn more about us

Our people

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

Find out more

Our offices

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

Find out more