Value proposition

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

In business since 1742.
A FTSE 250 listed company.
Managing more than £108.9* billion for our clients.
15 offices throughout the UK and Jersey.

Our purpose

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

*Funds under management at 30 June 2024

Discretionary investment management, charity investment management, ethical investment management (Rathbone Greenbank Investments), services for financial advisers, SIPPs, tax planning, inheritance tax, Unit trusts (Rathbone Unit Trust Management), and personal injury and Court of Protection