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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.
Serves as the group's registered office and a significant operational hub, underpinning strategic decision-making and corporate governance.
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.
A professional, client-centric environment fostering expertise, integrity, and responsible wealth management, with a strong sense of heritage.
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.
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.
Port of Liverpool Building, Pier Head
Liverpool
Merseyside
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.
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.
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.
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.
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As of April 2025, Rathbones Group Plc' leadership includes:
Rathbones Group Plc has been backed by several prominent investors over the years, including:
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.
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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
Reuters • 2024-02-29
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 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 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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