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Rathbones Group Plc
What Does Rathbones Group Plc Do?
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.
Who's Leading Rathbones Group Plc? Meet the Executive Team
As of April 2025, Rathbones Group Plc' leadership includes:
Who's Investing in Rathbones Group Plc?
Rathbones Group Plc has been backed by several prominent investors over the years, including:
What Leadership Changes Has Rathbones Group Plc Seen Recently?
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
New Appointments:
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?
Reuters • 2024-02-29
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 Adviser • 2023-11-21
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 Manager • 2023-09-21
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
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