Rathbones Group Plc

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Rathbones Group Plc company description

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. In business since 1742. A FTSE 250 listed company. Managing more than £64.7* billion for our clients. 15 offices throughout the UK and Jersey. Our purpose We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. * Funds under management at the end of the first quarter are measured at 5 April for Investment Management (to coincide with the first charging date for Investment Management private clients)

Key Employees

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Cash Oversight Assistant
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Caroline Mclaughlan
Secretary
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Katy Eldridge
Transformation Office Manager
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Kim U
DEI Advocate
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Ozge Brinkworth Cfa
Equity Analyst
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Zachary Stone
Financial Planning Assistant
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Alanah Fleming
Chartered Financial Planner
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Recently updated team members of Rathbones Group Plc

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Stephen Wood
Head of Business Delivery - Asset Management & Group Distribution
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Tracey Hazell
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Kirstie Mckeown FPFS Chartered Financial Planner
Financial Planning Director
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Liam Melvein
Business Analyst
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Gavin Roberts
Business Analyst
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TRACY BARRETT
Tax Senior
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