Rathbones

Spear’s Review

Rathbones provides 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 £113.6 billion in funds under management and administration as of March 2026.

In 2023 Rathbones combined with Investec Wealth & Investment UK and now operates from 21 locations across the UK and Channel Islands. 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.