Rathbones

Helping individuals, families and businesses invest with clarity and confidence through Investment Management, Financial Planning and Wealth Management, at every stage of their journey.
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Rathbones helps individuals, families, and businesses invest their money well. We bring together Investment Management, Financial Planning, and Wealth Management to give clarity and confidence for the future.

Our approach goes beyond managing money. We take the time to understand what matters most to each client, then provide expert advice and support through life's important stages. That can mean growing and protecting wealth, making every tax allowance work harder, planning for retirement, or passing wealth on to the next generation.


We work with successful individuals and families, entrepreneurs, business owners, and senior leaders, as well as the professionals who advise them. Every portfolio is backed by one of the UK's largest in-house investment research teams, and every relationship is built for the long term.


Wherever you are on your wealth journey, we can help you go further.


Invest well. Live well.


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Membership Fees

Membership Tier
01
02
03
04
05
Brand Turnover
£5-10m
£10-20m
£20-40m
£40-100m
£100m+
Membership Fee
£7,000
£10,000
£15,000
£22,500
£36,000

Membership Guide

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