Rathbones Group PLC
Rathbones Group Plc is one of the UK's oldest and most respected investment and wealth management firms, founded in 1742 and headquartered in London. The company operates over 20 offices in the UK and Channel Islands, employing approximately 3,500 people. Rathbones provides bespoke investment management, financial planning, and specialist services for private clients, charities, trusts, and corporate clients, and is publicly listed on the London Stock Exchange. Rathbones expanded its reach in 2023 through a merger with Investec Wealth & Investment UK, solidifying its position as one of the three largest wealth managers in the UK. Their long history and commitment to personalised service appeal particularly to high-net-worth individuals and charitable organisations.
Investment Strategy
Rathbones follows a high-conviction, actively managed investment strategy centered on long-term capital growth, tailored to each client’s risk profile, goals, and values. The firm emphasises integrity, responsibility, and independent thinking in investment decisions, utilising small, empowered teams of investment professionals. Services include discretionary portfolio management, responsible and sustainable investing (ESG), inheritance & estate planning, and financial advice. Rathbones avoids formulaic or short-term approaches, focusing instead on disciplined research, market analysis, and enduring relationships. The investment philosophy appeals to clients seeking personalised, strategic asset management designed for long-term stability and growth.
Top Holdings
Equity Positions (622)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP USD 0.00000625 Common Stock | 7.52% | $1.74B | 3,506,229 | $240.64 | $497.41 | +$434.7M |
V V | VISA INC USD0.0001 Common Stock | 5.25% | $1.22B | 3,427,033 | $172.67 | $355.05 | +$17.9M |
A AMZN | AMAZON COM INC USD0.01 Common Stock | 5.16% | $1.20B | 5,455,298 | $113.25 | $219.39 | +$189.4M |
G GOOGL | ALPHABET INC USD0.001 Cls A Common Stock | 3.61% | $836.5M | 4,746,627 | $100.99 | $176.23 | +$126.3M |
J JPM | JP MORGAN CHASE & CO USD1 Common Stock | 3.47% | $803.9M | 2,773,075 | $143.81 | $289.91 | +$106.1M |