Focus on you And your individual goals.
Individuals and families come to Rathbones for the care, diligence and intelligence they receive from their dedicated wealth management team. Begin your own investment story with Rathbones.
In Rathbones, our clients find a trusted partner that can help guide their long-term wealth plans with reassurance, through all life stages, generation after generation. We offer you a total wealth solution, from planning to investing — our approach focuses on your wealth in its entirety.
For us every client relationship starts with trust and every investment starts with a client story. We listen to understand your priorities and aspirations to create a wealth plan and investment strategy that’s as individual as you are. You and your family can determine your level of involvement in defining your investment strategy and management — whether you prefer a dedicated Rathbones investment professional to manage the portfolio on your behalf or keep direct control of your investment decisions.
HOW CAN WE HELP YOU?
We have a wide range of solutions available to achieve your individual goals, current and as they evolve over time.
Read more about our Financial planning and investment services
PLANNING AND STRUCTURING YOUR WEALTH
INVESTING, GROWING AND PRESERVING YOUR WEALTH
INTERNATIONAL WEALTH MANAGEMENT
INVESTMENT APPROACH
Global perspective. Individual focus.
The way we invest is shaped around you. To help deliver to your long-term objectives*, we insist on a direct relationship with your dedicated investment manager.
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
*The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
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Insights
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.
1 min
Don't be a financial procrastinator
Reset your finances, set goals and take control of your plans.
6 mins
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
1 min
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?
4 mins