Your goals. Our expertise. Individual service.
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
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INDIVIDUALS
Focus on you. And your individual goals. For individual investors and families.
FINANCIAL ADVISERS
Working with you. For your clients. For independent financial advisers.
INTERMEDIARIES
Trusted partner. For professional intermediaries, lawyers, accountants and consultants.
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WHAT WE DO
INVESTMENT MANAGEMENT
For individuals, families, charities, trustees and professional partners.
Insights
19 December 2024
Planning around the budget
Olly Cheng, financial planning director at Rathbones Financial Planning and Rob Pullen, tax partner at RSM discuss how the changes to reliefs, allowances and tax rates might be mitigated considering different client scenarios.
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1 min
17 December 2024
Don't be a financial procrastinator
Reset your finances, set goals and take control of your plans.
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6 mins
16 December 2024
After 2024’s outsized returns, optimistic realism for 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of some key lessons from 2024 and discusses our outlook for 2025
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1 min
16 December 2024
Review of the week: 'Tis the season for a rate cut
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?
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4 mins
GROUP NEWS
RATHBONES GROUP PLC THIRD QUARTER TRADING UPDATE
Rathbones Group Plc (“Rathbones” or the “Group”) announces a trading update for the three months ended 30 September 2024.
Rathbones Group Plc releases half year 2024 results today.
Read the full announcement here.
RATHBONES GROUP COMPLETES COMBINATION WITH INVESTEC WEALTH & INVESTMENT
Rathbones confirms completion of the combination with Investec Wealth & Investment UK. The combination creates the UK’s leading discretionary wealth manager.
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