Rathbones Group Plc

Overview

Rathbones Group Plc is a UK-based investment management company providing personalized investment services to private clients, charities, trustees, and professional partners. Established in 1742, the company offers discretionary investment management, financial planning, tax and trust services, and banking services. Rathbones is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. As of June 2025, the company manages assets totaling £109.0 billion. In April 2023, Rathbones agreed to acquire Investec's wealth and investment businesses in the UK and Channel Islands for £839 million, excluding Investec Bank (Switzerland) and Investec International wealth business. The current CEO is Jonathan Sorrell, who joined the company in July 2025. Rathbones is committed to responsible investing and offers ethical investment services through Rathbone Greenbank Investments. The company also supports charitable causes through the Rathbones Group Foundation, focusing on charities that assist at-risk and vulnerable youths.

Investment Focus

• Minimum investment of £1 million
• Focus on growth, buyout, and distressed stages
• Interest in ethical and sustainable investments
• Geographical focus on the United Kingdom, Jersey, and select international markets
• Preference for investments in financial services, asset management, and related industries

Portfolio Companies