Rathbones

Spear’s Review

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.

With roots stretching back to 1742, the firm is a FTSE 250 listed company that recorded £109.2 billion in funds under management and administration as of end-December 2024.

In 2023 Rathbones combined with Investec Wealth & Investment UK and now operates from 23 locations across the UK and Jersey. With headquarters in London, the firm maintains a large office in Liverpool, the place where Rathbones was originally founded and which continues to be an important centre for it today.