Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Rathbones

  • Min. account size

    £100,000
  • Company type

    Wealth Managers
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    UK Wide
  • Founded

    1742

Rathbones Factfile

Rathbones began life as a family business and is now part of Rathbone Brothers Plc, a FTSE 250 listed company. Responsible ownership has been an enduring strength. Many of our employees are also shareholders; being part of Rathbones is more than a job for them.

From the highly qualified and capable people who look after you and your money to the efficiency of our administration and reporting, everything we do is designed to provide you with investment management of the highest quality.

Our principal subsidiary, Rathbone Investment Management Ltd (RIM), provides bespoke discretionary investment management services to private clients, professional intermediaries, charities and trustees. Rathbone Investment Management Ltd provides investment services to over 47,000 clients including private investors, charities and trustees.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £100,000
In-house service
Pension advice
Tax efficient investments
How we charge
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Retail banking
Ethical investing
Philanthropy

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