RATHBONES
Liverpool, United Kingdom · CRD 124925
SEC-registered investment adviser since 2005 · other (specify). It files no 13F, so there are no holdings to show.
- Assets managed$135.1bn
- Main clients (by assets)High net worth individuals 42%, Individuals 22%, Pension plans 17%
- Websiterathbones.com
- Form ADV · 2026-07-14SEC adviser record
- KindFCA fund manager, wealth
- Others nearbyLiverpool, London, Glasgow, Bristol, Edinburgh, Eastleigh
- FamilyRathbones Group PLC · 2 related pages · largest: Rathbones Group PLC
As an employer
- Staff (Form ADV)1,715 · 725 in investment roles
- UK employer size1000 to 4999
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Liverpool (main office)United Kingdom | about 235 |
| LondonUnited Kingdom | 274 |
| GlasgowUnited Kingdom | 59 |
| BristolUnited Kingdom | 36 |
| EdinburghUnited Kingdom | 32 |
| WinchesterUnited Kingdom | 32 |
| CambridgeUnited Kingdom | 13 |
| Newcastle-Upon-TyneUnited Kingdom | 10 |
| ExeterUnited Kingdom | 9 |
| BirminghamUnited Kingdom | 7 |
| Kendal, CumbriaUnited Kingdom | 6 |
| LeedsUnited Kingdom | 5 |
7 more cities
| ChichesterUnited Kingdom | 4 |
| CheltenhamUnited Kingdom | 3 |
| BelfastUnited Kingdom | |
| BournemouthUnited Kingdom | |
| GuildfordUnited Kingdom | |
| ManchesterUnited Kingdom | |
| SheffieldUnited Kingdom |
In the UK
- FCA-authorised companies3
- Manages investmentsyes
- Retail clientsyes
5 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.
| Company | Staff |
|---|---|
| RATHBONES GROUP PLC Public Limited Company | |
| RATHBONES INVESTMENT MANAGEMENT LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals, custody, pensions | |
| RATHBONES ASSET MANAGEMENT LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals | |
| VISION INDEPENDENT FINANCIAL PLANNING LTD Private Limited CompanyFCA: Authorised · advises |
| Gender pay gap report | Size | Hourly gap |
|---|---|---|
| RATHBONES GROUP PLC2025 | 1000 to 4999 | 28.8% |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.