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 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

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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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

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26 June 2015

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.

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1 October 2015

Rathbones to acquire Vision as part of its continuing growth strategy

Rathbones Group Plc (“Rathbones”) announces that it has agreed to purchase the remaining 80.1% of Vision Independent Financial Planning Ltd (“Vision”) and Castle Investment Solutions Ltd (“Castle”) (the “Vision Group”). 

Vision is an independent specialist financial advice network focusing on high net worth private clients. As at 31 August 2015, it had £925 million of assets under advice and 78 advisers operating nationally.  Castle operates as a sister company to Vision, providing it with administrative services.  Rathbones purchased a 19.9% stake in the Vision Group for £2m in October 2012

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7 December 2020

Rathbone Investment Management promotes junior talent through Financial Planning development programme

Rathbone Investment Management is pleased to announce the promotion of Ben Shaw and Laura Dempsey to Financial Planner. Both individuals joined in entry level roles as Client Services Executives.

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20 September 2017

The inaugural Rathbones Folio Mentorship scheme

A L Kennedy, Ross Raisin, Kamila Shamsie and Evie Wyld confirmed as mentors for inaugural Rathbones Folio Mentorship scheme, in association with First Story.

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9 January 2014

Rathbone Group Plc - Trading Notice and Update of Results

 

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Learn more about us

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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