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

Andy Brodie

Victoria Edgar

Gaynor Gillespie

Peter Musker

Jonathan Giles

Iain Hooley

Chris Ashton

Emma Lockwood

Paul Jones

Graeme Morris

John Murphy

Francesca C.

Stephen Wood

Chris Diamond

Wendy Clark

Randolph Churchill

Catherine Taylor

Chris Handley

Joan Phillips

Mihnea Miculescu

Richard Moore

David Ball

Craig Dunn

Fiona Anderson

Julie-Ann Murphy

Emma Saunders

Xanic Jones

Kirsty Povey

Beth Ritchie

Christian Feroze

Phil Bain

Will Roberts

David Guckian

Olly Cheng

Nick Field

Max Folland

Tosin Ige Mba

Andrew Lawton

Tom Gerrard

Alexander Gudiens

Rosarie McHugh

Clive Bannister

Sarah Gentleman

Dharmash Mistry

Iain Cummings

Henrietta Baldock

Terri Duhon

Ruth Leas

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

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

Financial Planning

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

This department focuses on managing client relationships and providing support to ensure customer satisfaction.

Client Services

The Finance and Compliance Team at Rathbone Brothers is responsible for ensuring financial integrity and adherence to regulatory standards within the investment and wealth management services. This team manages tax compliance, oversees financial planning operations, monitors compliance in financial advisory practices, and conducts risk assessments to safeguard client interests. Additionally, they provide support in client documentation and maintain quality control processes to uphold the firm's commitment to excellence in service delivery.

Finance and Compliance Team

This department focuses on analyzing business processes, data, and strategies to drive operational improvements and support decision-making.

Business Analysis

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Investment Team

Client Services

Finance and Compliance Team

Business Analysis

Offices

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Investment Team

Client Services

Finance and Compliance Team

Business Analysis

Offices

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