Our combined investment and financial planning services allow us to look holistically at your finances. We will work together to help achieve the investment outcomes you need, whilst planning for the future should the unexpected happen.
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.
We take time to get to know our clients personally – then deliver a holistic plan and support that’s built around them. The successful relationships we build often last across generations.
Putting people first is just as important inside Rathbones. We aim to be an inspiring workplace for our colleagues – creating an inclusive and nurturing culture. Through Rathbones Inspire, and supporting organisations like GAIN and Future Asset, we’re also passionate about supporting tomorrow’s wealth creators, today.
Our three strengths
Rathbones Group provides a truly end-to-end service for all our clients and partners - something few investment managers can match. We’re able to do this through a range of financial services that our three key business areas offer.
Asset Management
Rathbones Asset Management has a wide range of investment fund solutions which aim to meet your growth and income needs.
Sustainable investing
Our sustainable investment business was established in 2004 as one the UK’s first tailored ethical portfolio services. Greenbank strives to be the natural home for people who want to align their investments with the change they want to see in the world.
Latest Rathbones news
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4 June 2026
Rathbones launches Responsible Investment Centre of Excellence
Rathbones has launched a Responsible Investment Centre of Excellence, bringing together its stewardship, ESG integration and sustainable research expertise in one coordinated function to support better long-term client outcomes.
2 June 2026
Millions make retirement trade-offs to fund university costs
Millions are sacrificing retirement—delaying plans, cutting pensions, or lowering expectations—to help fund university costs amid rising debt concerns.
28 May 2026
Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall
Gen X risk “sleepwalking” into weak retirements - leaning on property over pensions. Lower overall investment use and softer housing returns raise risks of falling short.
22 May 2026
Rathbones expands early talent programme with new initiatives
New Industrial Placements offer early avenues into Rathbones in support of growth
20 May 2026
Rathbones sees surge in client queries and early action ahead of pension IHT reform
Spike in IHT-driven planning as reforms near: pensions tapped for gifting, with 67% of families bringing forward financial support for children.
13 May 2026
King’s Speech: signals for personal finances risk being overtaken by politics
King’s Speech offers signals on housing, energy and living costs, but political turmoil clouds delivery.
Learn more about us
Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands.