Rathbones Group Plc Overview
Pro stress-test →Rathbones Group Plc provides wealth management, asset management, and related services in the United Kingdom and Channel Islands, including discretionary investment management, financial planning and advisory services, and personal injury court of protection services. Founded in 1742 and based in London, the firm manages substantial client assets with a newly energized strategic direction.
Strategic Profile
Pro stress-test →New CEO Jonathan Sorrell has set out an ambition to make Rathbones "the best wealth manager in the UK, by far". The strategic plan centres on winning new clients more aggressively, improving retention, deepening financial planning and advice services, and simplifying an operating model. Synergy delivery from the Investec Wealth & Investment combination exceeded targets with annualised run-rate synergies of £76 million at the end of 2025, well above the £60 million initially targeted.
Competitive Landscape
Pro stress-test →Rathbones is a UK wealth and asset manager providing investment management, financial planning and related services to private clients, charities and professional partners. It operates in a competitive UK wealth management sector against other discretionary wealth managers and financial advisers, differentiating through brand heritage, scale, and an expanding service offering.
Industry Context
Rathbones Group Plc operates in Wealth Management & Financial Services.
Key facts
Founded: 1742 · Headquarters: London, United Kingdom