Rathbone Brothers Plc is a UK provider of personalised investment management and wealth management services for private investors and trustees.

Investment Management

Rathbone Brothers

Rathbone Brothers' headquarters in United Kingdom

Shane de Bhrun-Smith

Jonathan Giles

Iain Hooley

Victoria Edgar

Chris Ashton

Gaynor Gillespie

Andy Brodie

Peter Musker

Paul Dunnachie Fcmi Cmgr

Chris Diamond

Graeme Morris

Catherine Taylor

Chris Handley

Emma Lockwood

Francesca C.

Randolph Churchill

John Murphy

Craig Dunn

Richard Moore

Xanic Jones

David Ball

Kirsty Povey

Emma Saunders

Joan Phillips

Mihnea Miculescu

Beth Ritchie

Fiona Anderson

Phil Bain

Christian Feroze

Will Roberts

David Guckian

Angus Kerr

Tosin Ige Mba

Max Folland

Rosarie McHugh

Tom Gerrard

Olly Cheng

Nick Field

Andrew Lawton

Alexander Gudiens

Clive Bannister

Sarah Gentleman

Dharmash Mistry

Iain Cummings

Henrietta Baldock

Terri Duhon

Ruth Leas

The Investment Team at Rathbone Brothers is responsible for managing and developing personalized investment strategies for private clients and trustees. Comprising various roles, including Investment Managers, Directors, and Analysts, the team conducts in-depth market analysis, evaluates investment opportunities, and monitors portfolio performance to align with clients' financial goals. They also provide expert advice on asset allocation and risk management, ensuring clients receive tailored, strategic wealth management services.

Investment Team

The Client Services and Support Team at Rathbone Brothers is dedicated to delivering exceptional support and personalized service to clients. This team is responsible for addressing client inquiries, managing account-related issues, and ensuring a seamless experience throughout the investment management process. By collaborating closely with other teams, they enhance client satisfaction and foster long-term relationships with private investors and trustees.

Client Services and Support Team

This department focuses on providing comprehensive financial planning and advisory services to clients, ensuring their financial goals are met.

Wealth Planning

This department provides comprehensive financial planning support and analysis to assist clients in achieving their financial goals.

Paraplanning Department

This department focuses on providing comprehensive financial planning services, guiding clients through investment strategies, retirement planning, and wealth management solutions.

Financial Planning

This department is responsible for overseeing and managing investment strategies and portfolios to optimize financial returns.

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Team

Client Services and Support Team

Wealth Planning

Paraplanning Department

Financial Planning

Investment Management

Offices

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Team

Client Services and Support Team

Wealth Planning

Paraplanning Department

Financial Planning

Investment Management

Offices

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