Training Example: Rathbones – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H3] About us

We are a leading UK wealth manager and we’ve been helping plan and invest for generations. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.Today, our clients and investors feel confident knowing they’re backed by the strength and stability of a FTSE 250 company. The high standards we set, our commitment to doing the right thing, and the lasting relationships we build - all contribute to the consistently strong results we deliver over time.
Financial planners and investment managers 700+ Locations in the UK and Channel Islands 21 Funds under management and administration £113.6bn As at March 2026

[H2] We can help you achieve your goals

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[H3] Individuals and families
Individuals and families

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[H3] Business owners and entrepreneurs
Business owners and entrepreneurs

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[H3] Financial advisers
Financial advisers

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[H3] Charities
Charities

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[H3] Professional partners
Professional partners

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[H3] Personal injury and Court of Protection
Personal injury and Court of Protection

Our services
[H3] Find the right service for you

Wealth management
[H3] Wealth management

Wealth management combines the benefits of both our Financial Planning and Investment Management expertise. It is a comprehensive and personalised solution for those needing support in both areas.
While it’s possible to access either service on its own, combining the two enables us to take a more integrated approach to managing your wealth, giving you the reassurance that you’re in safe hands across all aspects of your finances.
This could be right for you if you are looking to:
Plan for retirement
Manage inheritance tax
Invest as tax efficiently as possible
Manage risk in your portfolio
Exclude certain unethical industries or areas
Comply with your employer’s investment restrictions
Get support from a dedicated team who understands your needs

Find out more
Investment management
[H3] Investment management

This service offers a strategy tailored to your goals and risk tolerance. We actively manage your investments, allowing you to focus on what matters most to you. Our proactive approach enables us to seize market opportunities swiftly, potentially enhancing your returns while effectively managing risk.
If you require international investment management to manage your portfolio, we can offer accounts managed by an investment manager either based in Jersey, Guernsey, or the UK.
This could be right for you if you are looking to:
Invest as tax efficiently as possible
Manage risk in your portfolio
Comply with your employer’s investment restrictions
Exclude certain unethical industries or area
Get support from a dedicated investment manager who understands your needs
In particular, this service could be ideal if you are a charity trustee or a financial adviser looking for an investment specialist to help your organisation or your clients.

Find out more
Financial planning
[H3] Financial planning

Our team of financial planners can help you understand your finances and plan for the unexpected.
We will start by getting to know you and your goals. Using this information, your financial planner will work with you to  create clear financial goals to work towards, while helping keep things simple so you can focus on what matters.
This could be right for you if you are looking to:
Plan for retirement
Reduce your tax bill
Manage inheritance tax
Comply with your employer’s investment restrictions
Get support from a dedicated financial advisor who understands your needs

Find out more
Investment funds
[H3] Investment funds

Rathbones Asset Management offers a comprehensive range of investment capabilities across multiple asset classes including equities, fixed income, emerging markets and multi-asset solutions.
This could be right for you if:
You want to invest in an actively managed fund
You don’t need a dedicated relationship manager
You are comfortable making your own investment decisions

Visit Asset Management
Sustainable investing
[H3] Sustainable investing

Greenbank is Rathbones’ dedicated ethical and sustainable investment management service for individuals and families, trusts and charities.
Greenbank have over 20 years’ experience in sustainable investing and focus on building portfolios which positively align clients’ sustainability preferences with their investment needs.
This could be right for you if you are looking to:
Work towards your financial goals, without compromising your values
Use your investments as a force for good
Get support from a dedicated investment manager who understands your needs
In particular, this service could be ideal if you are a charity trustee looking for industry leading sustainable investment management.
Visit Greenbank
Trust and tax
[H3] Trust and tax

Make the right plans now and you can enjoy the peace of mind that your finances are looked after, both during your lifetime and beyond.
You can speak to someone straight away – someone who understands your needs and has everything to hand. With our offices in London and Liverpool, it’s easy to come to us – or if you prefer, we’ll come to you.
This could be right for you if you are looking to:
Manage a family trust
Find a corporate executor
Get help with annual tax compliance
Reduce inheritance tax
Set up a new trust
Make a philanthropic gift
Get support from a dedicated advisor who understands your needs

Find out more
Personal Injury and Court of Protection
[H3] Personal Injury and Court of Protection

We help clients who have received personal injury compensation to invest their money well.
Getting to know our clients (and often their representatives), we build an investment portfolio which meets their unique goals, making sure there is flexibility and enough liquidity to cover any spending and to act as a contingency fund. Whether we’re working with clients, deputies or trustees, our services are built on sound investment management, provided by a dedicated specialist team.
That’s why our team is trusted to manage over £2bn for our clients across the UK.
This could be right for you if you are looking to:
Invest a compensation award
Receive a regular income from a compensation award
Invest as tax efficiently as possible
Manage risk in your portfolio
Exclude certain unethical industries or areas
Get support from a dedicated advisor who understands your needs

Find out more

Trustpilot

Retirement planning hub
[H2] Too early to retire? It’s never too early to plan

Whether you’re building your savings, approaching retirement or already there, our retirement hub brings together practical guidance and expert insight to help you make informed decisions about what comes next. Visit our retirement hub

Our purpose
[H3] Invest well. Live well.
When you’re with Rathbones, you get more than results.We build your plan around you and your goals and give you ongoing support when you need it. You also get the confidence from being with a FTSE 250 company that's committed to high standards and always doing the right thing.It’s why more than half of our clients have stayed with us for over 15 years.As at July 2025
Discover more

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[H5] Invest well. Live well.

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[H3] Featured awards

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[H5] The Power List
Spear's
Listed: Jonathan Sorrell and Camilla Stowell
[H6] 2026

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[H5] Wealth Management Company of the Year
Winner: Rathbones
City AM Awards
[H6] 2026

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[H5] Investment Professional of the Year
Winner: Tiffany Gervaise-Brazier
Citywealth IFC Awards
[H6] 2026

See what sets us apart

[H3] We do the right thing for our clients and society as a whole
We believe that everyone benefits from running a responsible business. That is why we are committed to supporting clients, colleagues, and our wider communities.
Learn about our initiatives

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[H2] Discover more

[H3] Latest Rathbones news
Latest news releases from our spokespeople. Search our media centre

[H3] Information for investors
See the latest share price, reports and news for Rathbones Group PLC. Visit our investor centre

[H3] Rathbones careers
Learn more about what it’s like to work at Rathbones, and search our current vacancies.
Your career at Rathbones

[H2] Let's talk

Ready to start a conversation? Please complete our enquiry form, and our distribution team will be in touch.  Enquire

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

[H2] Proud of our past, excited for the future

Read about our story
We started life as a family-run timber merchant, and by 1912 focused solely on managing our clients’ wealth.
Today we're one of the largest wealth managers in the UK, with over 20 offices across the UK and Channel Islands.
We're also proud to support our wider community through initiatives like the Rathbones Group Foundation.
Our story is still being written – and we’re excited to help our clients shape theirs too.

[H2] We always go one step further

Read about our purpose
Doing the right thing is about more than results – it’s part of who we are.
It’s reflected in the one-step-further service we provide from day one and beyond. Making clients’ lives easier today is just as important as delivering great results tomorrow.
It’s also shown in the way we invest – with integrity – integrating responsible investing principles into our process for decades. And because we believe others should benefit from our success too, we donate a percentage of our pre-tax profits through the Rathbones Group Foundation.

[H2] By your side on your journey

See who we help
We look after individuals, families, and charities – providing services that include financial planning, investment management, and specialist trust advice. We also support financial advisers with investment solutions, funds and portfolio services – helping them deliver great outcomes for their own clients.
The sound business decisions we make aim to deliver consistent value for our shareholders – as well as strengthen the trust that clients have in us.

[H2] The relationships we build mean everything to us

See how we support our colleagues
We take time to get to know our clients personally – then deliver a holistic plan and support that’s built around them. The successful relationships we build often last across generations.
Putting people first is just as important inside Rathbones. We aim to be an inspiring workplace for our colleagues – creating an inclusive and nurturing culture. Through Rathbones Inspire, and supporting organisations like GAIN and Future Asset, we’re also passionate about supporting tomorrow’s wealth creators, today.

[H2] Our three strengths

Rathbones Group provides a truly end-to-end service for all our clients and partners - something few investment managers can match. We’re able to do this through a range of financial services that our three key business areas offer.
[H3] Wealth Management
Our combined investment and financial planning services allow us to look holistically at your finances. We will work together to help achieve the investment outcomes you need, whilst planning for the future should the unexpected happen. Visit Wealth Management

[H3] Asset Management
Rathbones Asset Management has a wide range of investment fund solutions which aim to meet your growth and income needs. Visit Asset Management

[H3] Sustainable investing
Our sustainable investment business was established in 2004 as one the UK’s first tailored ethical portfolio services. Greenbank strives to be the natural home for people who want to align their investments with the change they want to see in the world. Visit Greenbank

[H3] Join our team to build a career you are proud of
We will invest in your development and well being and offer a competitive benefits package to support you in reaching your goals, both in and outside of work.
Explore our opportunities

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[H2] Latest Rathbones news

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17 June 2026
[H3] Rathbones launches share buyback programme

Rathbones ("the Company") today announces that, further to its announcement at its full year results on 27 February 2026, it is today launching a programme to purchase ordinary shares of 5 pence each in the Company ("Ordinary Shares"), up to a maximum consideration of £20 million (the "Programme").
The Company has entered into an irrevocable commitment with Merrill Lynch International ("MLI") to manage the Programme and to make trading decisions under the Programme independently of the Company. Under the Programme MLI will purchase Ordinary Shares as riskless principal for a maximum
Read more

16 June 2026
[H3] Rathbones appoints new Independent Non-Executive Directors

Rathbones Group Plc is pleased to announce the appointment of Angela Seymour-Jackson and Kathryn Purves as Independent Non-Executive Directors of the Company and of its main subsidiary, Rathbones Investment Management Limited, with effect from 1 October 2026 and 1 July 2026 respectively, subject to regulatory approval. Angela and Kathryn will become members of the Risk, Audit, Remuneration and Nomination Committees following their appointment to the Board.
These appointments follow a formal and rigorous selection process led by the Nomination Committee and form part of the Board’s ongoing
Read more

16 June 2026
[H3] Regulatory update

The information contained within this announcement is deemed by the Company to constitute inside information as stipulated under UK MAR. Upon publication, this information is now in the public domain.
Rathbones Group Plc (“Rathbones” or the “Group”) announces that it has undertaken a Skilled Person Review following engagement with the Financial Conduct Authority (“FCA”). The review has identified areas for improvement within the Group’s UK Wealth Management business regarding the implementation and embedding of Consumer Duty, as well as certain aspects of its compliance, oversight and assurance
Read more

12 June 2026
[H3] ‘Sandwich generation’ cutting back on pensions amid costs squeeze

The “sandwich generation” are postponing retirement as they struggle to support financially both children and parents.
Read more

11 June 2026
[H3] Don’t rely on property to fund retirement, Rathbones warns

As the property market slump extends, diversified portfolios of financial assets show their strength.
Read more

4 June 2026
[H3] Rathbones launches Responsible Investment Centre of Excellence

Rathbones has launched a Responsible Investment Centre of Excellence, bringing together its stewardship, ESG integration and sustainable research expertise in one coordinated function to support better long-term client outcomes.
Read more

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[H2] Learn more about us

[H3] Our people
Our people are at the heart of the service we deliver. Find out more

[H3] Our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands. Find out more

[H3] Our leadership
Read about our group executive committee, their roles and experience. Find out more

[H2] Let's talk

Ready to start a conversation? Please complete our enquiry form, and our distribution team will be in touch.  Enquire

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Wealth management
[H2] An integrated approach to managing your wealth
We combine investments and specialist advice in one. That means one team looks after all parts of your financial life, with a coherent strategy and less to worry about. You benefit from personalised support and specialist expertise to help you achieve what matters most.
Explore Wealth Management

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[H3] Coordinate your finances

Have one team make sure your savings, investments and assets all work together to achieve your goals.

[H3] A flexible financial plan

Build and grow a plan that protects and adapts as your life changes (career moves, family needs, market shifts).

[H3] Peace of mind

Free yourself from juggling multiple advisers – trust Rathbones to take care of everything so you can focus on what matters to you.

Financial planning
[H2] Help organise your finances and plan for future goals
Our experts will craft a clear plan tailored to you, helping you prepare for the future and meet your goals.
Whether you need one-off advice to help make an important decision or you need ongoing support, our expertise will help you avoid costly mistakes that can come from doing it alone.
Explore Financial Planning

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[H3] Plan for big goals

Map out a path to fund major life events (buying a house, paying for education, selling a business) with confidence.

[H3] Build a retirement plan

Work out how much to save so you can retire when and how you want, without running out of money.

[H3] Stay tax-efficient

Make the most of tax allowances and reliefs now and for your heirs, so you keep more of what you earn and pass on more to your family.

Investment management
[H2] Dedicated professional help to grow and manage investments
Our managers will find the right investments for you, aiming to grow and protect your wealth. We do the research, adjust to market changes and free you from day-to-day effort, so you can relax while your money works for you.
Remember, with investing your capital is at risk and you could lose some or all of your investment.
Explore Investment Management

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[H3] Grow your savings

Aim for the returns you need by having professionals invest your money in stocks, bonds or funds suited to your goals.

[H3] Manage risk smartly

Expert risk management and a diversified portfolio helps to keep your financial goals on track.

[H3] Hand-off investing

Free yourself from day-to-day market watching and decision-making – we’ll do the hard work of research and trading.

Greenbank sustainable investment
[H2] Manage your wealth while investing in line with your values
Our specialist investment managers create portfolios that are carefully constructed to match your values with your financial goals.
We consider the risks and opportunities that environmental, social issues present. We also examine the long-term value of the companies we invest in as well as their impact on society and the environment.
Explore Greenbank

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[H3] Invest by your values

Build a portfolio which provides sustainable investment as a standard, not an add on. You can feel good about where your money goes.

[H3] Support positive change

Use your money as a force for good, with investments that help create positive change across business, society and the environment.

[H3] Balance values and growth

Rely on expert investment managers with specialist experience to create portfolios which meet your financial and sustainable goals.

Asset management
[H2] Actively managed funds across different asset classes
We offer actively managed equity, fixed income and multi-asset capabilities. Our single-strategy and multi-asset funds are designed to meet investors’ capital growth and income requirements.
Explore Asset Management

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[H3] Actively managed investments

We think intelligently, act decisively and make ourselves completely accountable for our decisions.

[H3] Invest for the long-term

We take well thought out decisions based on experience rather than on what might be popular in the moment.

[H3] Established investment teams

Our long established and highly experienced investment teams have the autonomy to follow their own unique process.

Trust and tax
[H2] Help manage or set up a trust
We’ll manage all of your trust and tax affairs under one roof.
Whether you need guidance regarding an existing trust, help with your annual tax obligations, or are looking to set up a new trust - you can turn to us.
Explore Trust and Tax

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[H3] Manage your trust

Structured correctly, trusts can transfer assets tax efficiently, ensure seamless family inheritances and support philanthropy too.

[H3] Support philanthropy

We can take on many of the potentially complex tasks and actions that come with charitable trusts.

[H3] Help with bereavement

Dealing with bereavement is always very difficult and our team can take responsibility for the administration of the Estate.

[H3] Featured awards

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[H5] The Power List
Spear's
Listed: Jonathan Sorrell and Camilla Stowell
[H6] 2026

[IMG: Trophy icon with dark blue background]

[H5] Wealth Management Company of the Year
Winner: Rathbones
City AM Awards
[H6] 2026

[IMG: Trophy icon with dark blue background]

[H5] Investment Professional of the Year
Winner: Tiffany Gervaise-Brazier
Citywealth IFC Awards
[H6] 2026

See what sets us apart

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[H2] Still unsure?

If you need help finding the right service for you, talk to a member of our team. Let's talk

[H2] See our specialist services

[H3] Court of Protection
We help clients who have received personal injury compensation to invest their money well. Find out more

[H3] Banking
We offer a range of banking services including currency and payment services, fixed interest term deposits, and loans. Find out more

[H2] Let's talk

Ready to start a conversation? Please complete our enquiry form, and our distribution team will be in touch.  Enquire

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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[H3] New clients
Looking to join Rathbones? Please complete our enquiry form or give us a call on 0330 390 9191. Complete our enquiry form

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[H3] Visit our offices
Find your local Rathbones office. We have over 20 across the UK and Channel Islands. Find your local office

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[H3] Contact your team
Got a question about your portfolio or need extra support? You can message your Rathbones team directly via MyRathbones, or find their email address below. Find your team's details

[H3] MyRathbones support
Having trouble with your portal? Call our helpline at 0800 151 3355 or email the team. Email our support team

[H3] Contact the media centre
Our spokespeople can offer comment and insight on topics including financial planning, investments, and more. Meet our press team

[H3] Contact the investor relations team
For information on investing in Rathbones Group Plc, view our investor relations contact page. View contacts for investors

[H3] Contact careers
For more information about a role or to submit your CV, talk to our careers team. Email our recruitment team

[H3] Make a complaint
We always try to ensure we deliver the best possible service we can, however if you are not happy with anything and wish to make a complaint then please tell us. Email our complaints team

[H3] Other enquiries
For all other enquiries please call 0207 399 0000 or write to us at PO Box 1965, Liverpool L69 3HU. Call 0207 399 0000

[H2] Let's talk

Ready to start a conversation? Please complete our enquiry form, and our distribution team will be in touch.  Enquire

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.