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 a top 3 UK wealth manager, 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.
Top 3 by Funds under Management as at December 2024 reported by Platforum, 2025
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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20 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.
7 December 2022
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.
18 October 2022
Rathbones announces a trading update for the three months ended 30 September 2022
Third quarter trading update
9 September 2019
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
12 October 2016
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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