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About the company
Rathbones Group Plc is a United Kingdom-based provider of investment and wealth management services for private clients, charities, trustees and professional partners. Its Wealth Management segment incorporates its core bespoke discretionary portfolio and managed portfolio services. It also includes direct sales into its range of risk-targeted multi-asset funds. Its Asset Management segment includes its focused range of specialist single-strategy funds, which are designed to act as individual holdings within investment portfolios. Its services include bespoke services, managed service, and select. The Company also offers its clients a range of banking services, including currency and payment services, fixed interest-term deposits and loans to existing clients. It provides financial planning and advisory services through Rathbones Financial Planning and Vision Independent Financial Planning. The Company also offers UK trust, tax and legal services through the Rathbones Trust Company.
- Revenue in GBP (TTM)1.01bn
- Net income in GBP64.40m
- Incorporated1971
- Employees3.52k
- LocationRathbones Group PLC30 Gresham StreetLONDON EC2V 7QNUnited KingdomGBR
- Phone+44 20 7399 0000Fax+44 20 7399 0011
- Websitehttps://www.rathbones.com/
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Ashmore Group plc | 152.20m | 81.20m |
| Mercantile Investment Trust PLC | 41.24m | 17.57m |
| AJ Bell PLC | 317.85m | 105.12m |
| Allianz Technology Trust PLC | 152.78m | 141.51m |
| TP ICAP Group PLC | 2.33bn | 175.00m |
| Caledonia Investments plc | 220.30m | 185.30m |
| JPMorgan American Investment Trust PLC | 92.47m | 79.62m |
| HgCapital Trust plc | 89.66m | 78.28m |
| Rathbones Group PLC | 1.01bn | 64.40m |
| Murray International Trust plc | 154.68m | 134.39m |
| Greencoat UK Wind PLC | -11.51m | -146.89m |
| HarbourVest Global Private Equity Ltd | 295.60m | 251.09m |
| Bridgepoint Group PLC | 559.10m | 57.80m |
| Fidelity European Trust PLC | 63.58m | 38.69m |
| JTC PLC | 330.89m | -18.83m |
| HICL Infrastructure PLC | 125.20m | 120.40m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 01 Jan 2026 | 4.93m | 5.39% |
| Fidelity Management & Research Co. LLCas of 03 Mar 2025 | 4.74m | 5.20% |
| Lindsell Train Ltd.as of 03 Mar 2025 | 4.32m | 4.73% |
| Heronbridge Investment Management LLPas of 03 Mar 2025 | 2.98m | 3.27% |
| FIAM LLCas of 12 Feb 2025 | 2.82m | 3.09% |
| Janus Henderson Investors UK Ltd.as of 01 Jan 2026 | 2.10m | 2.30% |
| Aberforth Partners LLPas of 01 Jan 2026 | 2.06m | 2.25% |
| The Vanguard Group, Inc.as of 03 Mar 2025 | 1.55m | 1.69% |
| M&G Investment Management Ltd.as of 01 Jan 2026 | 1.52m | 1.67% |
| Marathon Asset Management Ltd.as of 01 Jan 2026 | 1.27m | 1.39% |
