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Rathbones

Rathbones Group plc is a and investment firm headquartered in , specializing in personalized investment services for private clients, charities, trustees, and professional partners. Founded in 1742 as a family-run timber merchant in by William Rathbone II, the company evolved through shipping and before fully transitioning to by 1912. Today, it manages approximately £113 billion in and administration as of November 2025, operating from over 20 offices across the and the with around 3,500 employees. The firm's historical roots trace back to the , when it began as a timber trading and expanded into ship-owning and overseas merchanting, contributing significantly to Liverpool's . By the early , Rathbones had shifted its focus to , marking a pivotal change from commerce to . A major milestone came in 1992, when the company celebrated its 250th anniversary by listing on the London Stock Exchange, solidifying its position in the financial sector. In recent years, Rathbones has pursued strategic growth through acquisitions and mergers to broaden its offerings. The 2021 acquisition of Saunderson House enhanced its specialist financial planning capabilities, while the 2023 merger with Wealth & Investment (UK) created a larger entity with expanded resources and client reach. These moves have positioned Rathbones as one of the 's leading independent wealth managers, recognized by industry analysts such as Platforum for its comprehensive services. Rathbones emphasizes responsible and ethical investing, having offered sustainable investment options since 1997 and establishing a dedicated Greenbank in to focus on environmental and social impact. The company also supports charitable causes through the Rathbones Group Foundation, reflecting its long-standing commitment to and involvement, which dates back to the Rathbone family's contributions to healthcare and in during the . This blend of historical legacy, modern financial expertise, and values-driven approach defines Rathbones' role in the industry.

History

Founding and early development

Rathbones was founded in 1742 by William Rathbone II in , , as a timber trading and shipbuilding business, documented in the founder's manuscript daybook that records early transactions in these areas. The enterprise began modestly, focusing on importing and processing timber essential for ship construction and local industry in the burgeoning port city. Under William Rathbone III (1726–1789), the son of the founder, the company expanded in the eighteenth century into broader international merchanting and commission trading, dealing in commodities such as salt, iron, , , , , , , , and earthenware. These trades connected to markets in the colonies, the , and , laying the groundwork for growth amid the early stages of the , when demand for raw materials surged to fuel manufacturing and shipping. By the late eighteenth century, the firm had entered the cotton trade, importing its first shipments—including eight bales and three barrels—to , despite initial challenges from laws that led to seizures. In the early nineteenth century, under the leadership of William Rathbone IV and later William Rathbone V (1787–1868) alongside his brother Richard Rathbone, the business shifted its primary focus to cotton trading, becoming a key player in this vital commodity for Britain's during the height of the . This expansion into general trading diversified operations but also exposed the firm to risks from market speculation in . In 1841, Rathbone Brothers were appointed as agents for the in , managing imports of , textiles, and other goods from , which further strengthened their position in global trade networks. Throughout the eighteenth and nineteenth centuries, the Rathbone family maintained generational control, with each successive William and key relatives driving organic growth through partnerships and strategic trade extensions.

Transition to financial services

In 1912, Rathbone Brothers restructured its operations amid declining profitability in traditional trading sectors like timber and , deciding to abandon merchanting entirely and pivot to the of clients' . This strategic shift marked the end of its trading activities and established the firm as a dedicated provider, initially focusing on for the and a limited circle of trusted associates. Following the 1912 transition, Rathbone Brothers provided services primarily to the and associates, evolving into an accredited over subsequent decades while emphasizing prudent advisory practices and maintaining a selective client base rooted in personal relationships. This era solidified its expertise in discretionary portfolio management and trust administration. economic transformations, including Britain's boom, policies, and rising in the , expanded the firm's advisory role by attracting new clients and enabling adaptation to evolving investment landscapes, such as increased demand for growth-oriented strategies alongside capital protection. The firm's 250th anniversary in 1992, commemorating its founding in 1742, was celebrated by listing on the London Stock Exchange, a move that highlighted its enduring dedication to wealth preservation through generations of responsible stewardship and transparency in financial services.

Mergers and expansions

In 1988, Rathbone Bros. & Co. Limited merged with Comprehensive Financial Services Ltd, a move that broadened the firm's service offerings into comprehensive investment management and financial advisory services. The merger created Rathbone Brothers Plc, enabling expanded client access to diversified financial products and marking a pivotal step in the company's growth beyond traditional brokerage. On 1 December 2021, the company rebranded from Rathbone Brothers Plc to Rathbones Group Plc to better encapsulate its evolving portfolio of and wealth services across multiple business lines. This renaming underscored the firm's strategic shift toward a more integrated group structure, reflecting nearly a decade of internal development in and advisory capabilities. In April 2023, Rathbones announced an all-share acquisition of Wealth & Investment's and businesses for an equity value of approximately £839 million, a transaction that substantially boosted the group's to around £100 billion. The deal, completed in September 2023, positioned Rathbones as one of the 's largest wealth managers by integrating Investec's client base of approximately 55,000 and enhancing its geographic footprint in the . The integration of the Investec businesses involved notable synergies, including projected annual cost savings of at least £60 million through operational efficiencies and platform consolidation, alongside revenue enhancements from opportunities. Client migrations progressed steadily, with the full transfer of clients and assets completed by the first half of 2025, achieving a retention rate exceeding 99.7% despite minor opt-outs. However, the process incurred integration costs of £23.2 million in the first half of 2025 alone, contributing to temporary net outflows of £1 billion as focus shifted from new business acquisition. These efforts ultimately supported a 72.9% rise in pre-tax profits to £99.6 million for 2024, validating the strategic benefits of the merger.

Operations

Services offered

Rathbones provides discretionary services, where professional managers construct and oversee personalized portfolios tailored to clients' financial objectives, risk tolerance, and time horizons. These portfolios typically include a mix of equities, securities, and funds, with ongoing adjustments to market conditions and rebalancing to maintain diversification and mitigate risks. This hands-off approach allows clients to delegate day-to-day decisions while benefiting from in-house and expertise. The firm offers comprehensive financial planning services designed to address long-term goals such as accumulation, funding, and preservation. These services encompass holistic on management, alignment with life stages, and strategies for intergenerational transfer, often integrating tax-efficient vehicles like pensions and ISAs. Rathbones' planners work collaboratively with clients to create bespoke roadmaps, providing both ongoing reviews and ad-hoc consultations to navigate life events or economic shifts. Tax and services at Rathbones cater specifically to high-net-worth individuals, charitable organizations, and trustees, focusing on the establishment, , and optimization of trusts for mitigation and . For high-net-worth clients, these services include sophisticated to minimize fiscal burdens while ensuring compliance with regulations. Charities benefit from dedicated trust management that supports philanthropic objectives, such as endowment funds, whereas trustees receive administrative support for complex portfolios, including handling and beneficiary distributions. In addition, Rathbones delivers stockbroking and advisory services geared toward private investors seeking execution-only or guided trading options. These include access to actively managed funds across equity, , and multi-asset categories, with advisory input on portfolio construction and market opportunities. Tailored for individuals preferring some involvement in decision-making, the services emphasize long-term over short-term speculation, supported by dedicated brokers who provide research-driven recommendations.

Geographic presence

Rathbones Group plc is headquartered at 30 Gresham Street in , , serving as the central hub for its operations. The company maintains a network of 21 offices across the and the , enabling proximity to clients in various regions. Key locations include the historical base in at the , alongside offices in major cities such as , , , and . The presence in the expanded following the 2023 acquisition of Wealth & Investment ( and CI), which integrated additional operations in and , enhancing offshore capabilities. Rathbones' client base is primarily concentrated in the UK, focusing on private individuals, charities, and institutions. Services extend to international investors through its Jersey operations, which provide bespoke discretionary investment management and fund solutions for cross-border wealth protection. This extensive office network supports localized wealth management, allowing tailored advisory services that address regional client needs while maintaining consistent standards across locations.

Leadership and governance

Key executives

Jonathan serves as the Group of Rathbones Group , having joined the company in July 2025 and been appointed to the role in August 2025 following regulatory approval. Prior to Rathbones, Sorrell was of , an alternatives investment manager, and held positions as and at , as well as Managing Director at across investment banking, investment management, and securities divisions in and . He holds an in from the and is involved in initiatives promoting diversity and , including co-founding the 10,000 Interns Foundation. Iain Hooley is the Group , appointed on 1 2024. Hooley brings over a decade of experience from Wealth & Investment Limited, where he served as Finance Director and briefly as CEO of its business in 2023, with expertise in financial reporting, , and . A fellow of the Institute of Chartered Accountants, he began his in audit at Coopers & Lybrand (now ) and later joined BWD Securities (predecessor to W&I) as Group Financial Controller in 2000. Andy acts as , having joined Rathbones in April 2020. 's background includes senior operational roles at BSkyB, Telefonica, Wealth, and Standard Investments, focusing on client services, , and ; he previously served as at Standard Capital. He holds an MBA from the and started his professional career in the , leaving in 2004. On 12 November 2025, Rathbones announced that will succeed as effective 1 December 2025, along with other executive appointments including Brad Novak as effective 2 January 2026. Paul Stockton preceded Sorrell as Group CEO from May 2019 until his retirement on 30 September 2025, after a 16-year tenure with Rathbones that began in roles. During his leadership, the firm's expanded from £9 billion to £109 billion, highlighted by the 2023 merger with Wealth & Investment UK. Stockton provided transitional support until December 2025 following his departure from the board on 18 August 2025.

Board of directors

The Board of Directors of Rathbones Group plc comprises nine members, including two executive directors, a non-executive chairman, a senior , and five independent non-executive directors, ensuring a balance of skills in , , , and strategic oversight. This composition supports the Board's role in providing strategic direction, overseeing risk, and ensuring effective while aligning with targets, including 44% female representation and at least one director from an ethnic minority background. Clive Bannister serves as non-executive Chairman, appointed on 6 April 2021, bringing extensive experience in banking, , and from senior roles at , where he led and insurance divisions, and as Group CEO of , overseeing major acquisitions in the financial services sector. The executive directors include as Group , responsible for overall strategy and operations, and Iain Hooley as Group , handling financial reporting and controls. The independent non-executive directors provide independent oversight and specialized expertise: Sarah Gentleman, Senior Independent Director since 2015, offers insights into banking and digital finance from her roles at and Sanford C. Bernstein; Terri Duhon contributes and regulatory knowledge from positions at JP Morgan and ; Iain Cummings brings and advisory experience from over 35 years at , focusing on financial services risk and regulation; Dharmash Mistry provides strategic investment and media expertise from leadership at EMAP and roles at ; Henrietta Baldock adds acumen from 25 years at Bank of America Merrill Lynch; and Ruth Leas delivers banking operations and risk insights from senior roles at , including as CEO of Investec Bank plc. The Board operates through key committees to fulfill its oversight responsibilities. The Audit Committee, chaired by Iain Cummings, comprises Sarah Gentleman, Terri Duhon, Dharmash Mistry, and Henrietta Baldock; it ensures the integrity of financial reporting, oversees internal and external audits, and reviews the effectiveness of risk management and internal controls. The Remuneration Committee, chaired by Dharmash Mistry with members Clive Bannister, Sarah Gentleman, Terri Duhon, and Iain Cummings, determines executive remuneration policies, approves incentive plans, and aligns pay with strategic objectives, culture, and performance. The Nomination Committee, led by Chairman Clive Bannister and including all independent non-executive directors, focuses on board composition, succession planning, and diversity, recommending appointments to maintain balanced expertise. The Group Risk Committee, chaired by Terri Duhon with members Sarah Gentleman, Iain Cummings, Dharmash Mistry, and Ruth Leas, monitors the Group's risk appetite, oversees the risk management framework, and ensures compliance with regulatory requirements such as ICAAP and ICARA. Rathbones Group's governance practices align with the 2018 , emphasizing board effectiveness, accountability, and , with full compliance reported for 2024 except for one provision in the Nomination Committee regarding director tenure extensions for continuity following the Wealth & Investment integration. The Board conducts annual evaluations, including external assessments in 2024, to enhance performance and addresses key risks such as climate-related financial exposures through dedicated oversight.

Financial performance

Revenue and assets under management

Rathbones Group's funds under management and (FUMA), a key measure of , reached £109.2 billion at the end of 2024, reflecting significant growth driven in part by the 2023 acquisition of Wealth & Investment (IW&I). By the first half of 2025, FUMA stood at £109.0 billion, slightly down from the year-end figure amid fluctuations. This was followed by a recovery, with FUMA increasing to £113.0 billion by the third quarter of 2025, a 3.7% rise quarter-over-quarter, supported by positive movements. The company's operating income for the full year 2024 totaled £895.9 million, underscoring robust expansion in its operations. for the same period was £65.5 million. In the first half of 2025, operating income remained flat year-over-year at £449.1 million, while declined to £44.4 million, a 2.4% decrease from the prior period, influenced by integration costs and seasonal factors. Fluctuations in AUM have been affected by external market volatility and internal dynamics, including net outflows of £1.0 billion in the first half of 2025, primarily attributable to client migrations associated with the . These outflows were more pronounced in the first quarter (£0.8 billion) before improving to £0.2 billion in the second quarter as migration activities concluded. Despite these challenges, underlying operational resilience has supported steady AUM growth over the longer term.

Stock information and recent results

Rathbones Group Plc is publicly listed on the London Stock Exchange under the RAT.L and forms a constituent of the . The company maintains an ongoing share buyback programme, initiated in September 2025, aimed at returning value to shareholders through the purchase and subsequent cancellation of ordinary shares. As part of this initiative, Rathbones announced the acquisition and cancellation of 27,789 ordinary shares in November 2025, contributing to a total of over 1,049,000 shares repurchased since the programme's launch. In its third quarter trading update for 2025, covering the period ending 30 September, Rathbones reported total operating income of £236.4 million, reflecting a 7.2% year-on-year increase from £220.6 million in the prior year. Funds under management also experienced growth during the quarter, supported by market appreciation despite modest net outflows. Analysts have generally viewed Rathbones' stock performance positively amid 2025's volatile markets, with ratings such as "Outperform" from and an overall "Moderate Buy" consensus, citing effective cost controls and resilience in operations. The share price has shown volatility, trading around 1,790 pence as of early November 2025, below its 52-week high but supported by expectations of sustained earnings growth.

Responsible business

Sustainability initiatives

Rathbones Group integrates (ESG) factors into its processes across all and client mandates, as outlined in its Responsible Investment Policy. This involves embedding ESG analysis alongside financial metrics, using a combination of internal data models, third-party providers, and expertise from dedicated ESG analysts to evaluate risks, impacts, and long-term value creation. Investment managers conduct qualitative and quantitative assessments, including screening for high-risk activities like thermal coal expansion, and engage in activities such as company dialogues and to promote sustainable practices. For instance, in 2024, the firm conducted 743 engagements on 53 ESG topics, with 9.6% focused on (DE&I). The firm has set ambitious targets to reduce its operational , committing to by 2050 or sooner, aligned with limiting to 1.5°C, with a 2023 baseline following the integration of Wealth & Investment. (SBTi)-validated goals include a 42% reduction in Scope 1 and 2 emissions by 2030, alongside ensuring 70% of key suppliers (by emissions) adopt science-aligned targets within five years. In operations, progress includes sourcing renewable electricity for 66% of sites and reducing carbon intensity to 10.6 tCO₂e per £bn of funds under management in 2024, down from 12.9 the previous year. For sustainable investments, Rathbones aims for 55% of in-scope listed equity and bond holdings to have SBTi-aligned targets by 2030, rising to 100% by 2040; as of 2024, 24% of funds under management had achieved this. Rathbones reports on climate-related risks and opportunities under the Task Force on Climate-related Financial Disclosures (TCFD) framework, with comprehensive disclosures in its annual Climate Report, including consolidated emissions data post-merger. A dedicated Climate and Nature Working Group coordinates efforts to address environmental risks, such as through a forthcoming Climate Transition Plan to be resubmitted to SBTi in 2025. On the social front, the firm's DE&I policy emphasizes creating an inclusive workplace that values diverse perspectives, supported by eight colleague-led inclusion networks with over 600 members. Key metrics include a 48% female workforce and 30.4% female representation in senior management, with a target of 35% by 2027; the mean gender pay gap narrowed to 31.2% in 2024 from 32.3% prior. A Human Rights Statement, integrating human rights into operations and investments, was released in March 2025.

Philanthropy

Rathbones engages in philanthropy through its dedicated Rathbones Group Foundation, which supports charitable causes across the , with a particular emphasis on and vulnerable groups. Established as the charitable arm of the group, the foundation allocates funds based on decisions to organizations addressing social needs. As of December 2024, it has supported over 75 charities and facilitated donations totaling more than £530,000 through the foundation itself, the employee Give As You Earn (GAYE) scheme, and matching contributions from staff donations. In addition to direct financial support, Rathbones commits 0.7% of its pre-tax profits to charitable partners, integrating into its corporate responsibility framework. Employees are encouraged to participate actively, with each colleague entitled to three paid volunteer days annually to engage in giving-in-kind activities, skills sharing, and hosting events. This employee involvement extends to programs like financial initiatives, where over 755 individuals attended Rathbones' Financial Awareness courses in 2024 to enhance community . The Rathbones Inspire program further exemplifies these efforts, supporting more than 300 entrepreneurs and business owners in 2024, including targeted aid for female founders. Recent philanthropic innovations include the launch of the Rathbones Charity Growth & Income Fund in 2025, a £280 million multi-asset authorized investment fund (CAIF) designed to help charities balance income generation for operations with long-term capital preservation. Complementing this, Rathbones introduced Donor Advised Funds (DAFs) in 2025, providing a tax-efficient for high-net-worth individuals to direct philanthropic giving while navigating regulatory complexities. These initiatives build on Rathbones' tradition of supporting the sector through resources like trustee training, webinars, and an Investment Support Hub, aiming to foster financial resilience among nonprofits.

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