Rathbones Group Plc is a leading UK wealth management firm with roots tracing back to 1742, when it began as a Liverpool timber business before evolving into a dedicated wealth manager by 1912. Today, it manages £115.6 billion in funds as of January 2026, serving private clients, charities, and trustees through comprehensive services including discretionary investment management, unit trusts, tax planning, trust and company management, pensions, and banking. Employing around 3,500 people across more than 20 offices in the UK and Channel Islands, the firm has grown through strategic acquisitions, such as Saunderson House in 2021 for expert financial planning and Investec Wealth & Investment (UK) in 2023 to enhance its discretionary offerings. Rathbones Group Plc emphasizes responsible investing, pioneering ethical options since 1997 and establishing the Greenbank sustainable investment team in 2004. It holds a longstanding position in the FTSE4Good Index, supports charitable initiatives via the Rathbones Group Foundation, and aligns with global standards like the UN Global Compact and UN Sustainable Development Goals, playing a pivotal role in the asset management sector by prioritizing long-term value, ESG principles, and client-focused active management.
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