What Does Rathbones Group Plc Do?

Total employees2030
HeadquartersLiverpool
Founded

Rathbones Group Plc is one of the UK's foremost providers of individual investment and wealth management services. Established in 1742, the company has a long heritage of managing wealth for individuals, families, charities, and trustees. Their services include discretionary investment management, financial planning, unit trusts, and banking services, focusing on creating long-term financial wellbeing for their clients. Rathbones is committed to responsible investment and offers a range of ethical and sustainable investment options. The group expanded significantly with the combination of Investec Wealth & Investment UK in 2023.

Where Is Rathbones Group Plc's Headquarters?

HQ Function

Serves as the group's registered office and a significant operational hub, underpinning strategic decision-making and corporate governance.

Notable Features:

The Port of Liverpool Building is a Grade II* listed building, one of Liverpool's iconic 'Three Graces' located on the Pier Head, a UNESCO World Heritage site, renowned for its grand Edwardian Baroque architecture.

Work Culture:

A professional, client-centric environment fostering expertise, integrity, and responsible wealth management, with a strong sense of heritage.

HQ Significance:

The headquarters' location in a historic and prestigious building reflects the company's long-standing heritage, stability, and commitment to its clients. It's a key center for the Group's operations.

Values Reflected in HQ: The headquarters embodies values of heritage, stability, quality, client trust, and a strong connection to a significant commercial past.

Location:

Rathbones Group Plc primarily operates within the United Kingdom, with a comprehensive network of offices across England, Scotland, Wales, and Jersey. While its core focus is the UK market, the company serves both UK-based and international clients, offering global investment perspectives and capabilities to manage wealth effectively across borders.

Street Address:

Port of Liverpool Building, Pier Head

City:

Liverpool

State/Province:

Merseyside

Country:

United Kingdom

Where Else Does Rathbones Group Plc Operate Around the World?

London, Greater London, United Kingdom

Address: 8 Finsbury Circus, London, EC2M 7AZ

To serve affluent individuals, families, charities, and professional intermediaries in London and the South East, leveraging the city's status as a global financial center.

Edinburgh, Scotland, United Kingdom

Address: 10 George Street, Edinburgh, EH2 2PF

To cater specifically to the Scottish market, addressing local economic nuances and client requirements, and strengthening Rathbones' presence in Scotland.

Birmingham, West Midlands, United Kingdom

Address: 9th Floor, Cornerblock, 2 Cornwall Street, Birmingham, B3 2DX

To expand Rathbones' reach and provide accessible, expert financial services to a key economic region in England, fostering strong client relationships in the Midlands.

Bristol, Somerset, United Kingdom

Address: участь, One Glass Wharf, Bristol, BS2 0ZX

To serve the growing client base in the South West, providing tailored financial advice and investment management.

Buying Intent Signals for Rathbones Group Plc

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Rathbones Group Plc? Meet the Executive Team

As of April 2025, Rathbones Group Plc' leadership includes:

Paul Stockton - Group Chief Executive Officer
Andy Brodie - Group Chief Financial Officer
Clive Bannister - Chair (Retiring May 2024)
Ruth Markland - Chair (Appointed, effective May 2024)
Tom Carroll - Chief Executive Officer, Rathbones Asset Management

Who's Investing in Rathbones Group Plc?

Rathbones Group Plc has been backed by several prominent investors over the years, including:

Lindsell Train Limited
BlackRock Investment Management (UK) Limited
FIL Investment Advisers (UK) Ltd.
Columbia Threadneedle Management Limited
Many other institutional and retail shareholders via the London Stock Exchange (LSE: RAT)

What Leadership Changes Has Rathbones Group Plc Seen Recently?

Hire3
Exits4

Over the past 12 months (approx. May 2023 - May 2024), Rathbones Group Plc has experienced notable executive leadership changes, including a new Group CFO, a new CEO for Rathbones Asset Management, and an incoming Chair. These transitions reflect strategic adjustments, succession planning, and integration efforts following the Investec W&I UK combination.

Departures

Jennifer Mathias, Jennifer Mathias stepped down from her role as Group Chief Financial Officer.
Clive Bannister, Clive Bannister announced his retirement as Chair, effective after the AGM in May 2024.
Iain Mckay, Iain Mckay departed from his position as CEO of Rathbones Asset Management.
Grant Rumbles, Grant Rumbles left the group after a transition period post-merger of Investec W&I UK with Rathbones.

New Appointments:

Andy Brodie, Andy Brodie was appointed as the new Group Chief Financial Officer.
Ruth Markland, Ruth Markland was appointed as the next Chair of the Board.
Tom Carroll, Tom Carroll was appointed as the new CEO of Rathbones Asset Management.

What Technology (Tech Stack) Is Used byRathbones Group Plc?

Discover the tools Rathbones Group Plc uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Rathbones Group Plc Email Formats and Examples

Rathbones Group Plc commonly uses the firstname.lastname@rathbones.com email format for its employees. Other variations might exist but this is the most frequently observed pattern.

firstname.lastname@rathbones.com

Format

john.smith@rathbones.com

Example

85%

Success rate

What's the Latest News About Rathbones Group Plc?

Reuters2024-02-29

Rathbones Group Plc news title: UK wealth manager Rathbones profit jumps on Investec deal

Rathbones reported a significant rise in annual profit, boosted by its acquisition of Investec's wealth management arm in the UK. Assets under management also saw a substantial increase....more

Financial Times Adviser2023-11-21

Rathbones Group Plc news title: Rathbones appoints Ruth Markland as new chair

Rathbones Group Plc announced that Ruth Markland will succeed Clive Bannister as chair of the board, effective from the conclusion of the AGM in May 2024....more

Citywire Wealth Manager2023-09-21

Rathbones Group Plc news title: Rathbones completes Investec W&I takeover

Rathbones finalised its combination with Investec Wealth & Investment UK, creating one of the UK's largest discretionary wealth managers with significantly increased assets under management....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Rathbones Group Plc, are just a search away.