Rathbones

Rathbones Group is a UK wealth management firm offering discretionary investment management, financial planning, and trust services to private clients, charities, and professional advisers. With origins dating back to the 18th century, Rathbones operates from offices across the UK and Jersey and manages billions in client assets. The firm builds personalised investment portfolios aligned to client goals and risk appetite, supported by in-house research and ESG integration. It is also active in philanthropy and ethical investment, with a strong presence in the charity sector. Rathbones recently merged with Investec Wealth & Investment UK to create one of the largest discretionary managers in the UK.