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Rathbones Group RAT.L · GBp

Financials · LSE · 🇬🇧 United Kingdom

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1,772.00p

+0.45%

Close of 9 Nov 2026, in pence

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About Rathbones Group

Its shares trade on LSE under the ticker RAT.L. It has been listed since 9 January 1986. In the fiscal year to 31 December 2025, it reported revenue before interest expense of £1.03bn and net income of £112.3m. At that date it held total assets of £5.22bn and shareholders' equity of £1.35bn.

Rathbone Brothers Plc engages in the provision of personalized investment and wealth management services for private clients, charities, and trustees. The company is headquartered in Liverpool, Merseyside. The firm's services include discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. Rathbones manages approximately 29.2 billion British Pounds of client funds, of which approximately 26.1 billion British Pounds are managed by Rathbone Investment Management. Its subsidiaries offer investment management and banking services, trust and tax services, unit trust management, financial planning services, investment support services and pension advisory services, among others. Its subsidiaries include Rathbone Investment Management Limited, Rathbone Investment Management International Limited, Rathbone Trust Company Limited, Rathbone Unit Trust Management Limited and Rathbone Pension & Advisory Services Limited, among others.

Figures and description from our data supplier, not checked against the company's own report.

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
9 Jan 1986
Employees
1,508

Leadership

Pay as last reported

  • Mr. Clive BannisterNon-Executive Independent Chairman of the Board£195,000
  • Mr. Jonathan SorrellGroup Chief Executive Officer, Executive Director, since 2025
  • Mr. Iain HooleyGroup Chief Financial Officer, Executive Director, since 2024£856,000
  • Mr. Rupert BaronChief Executive Officer - Investment Management, since 2023
  • Mr. Tony OveryChief Executive Officer of Saunderson House and Rathbones Financial Planning
  • Mr. Andrew BrodieGroup Chief Operating Officer
  • Ms. Gaynor GillespieGroup Chief People Officer
  • Ms. Sarah Owen-jonesGroup Chief Risk Officer
  • Mr. Ivo DarnleyManaging Director - Rathbones Investment Management, since 2023
  • Mr. Murray MackayManaging Director - Investec Wealth and Investment
  • Ms. Simonetta RigoChief Client Officer
  • Ms. Jayne RogersGroup Chief Distribution Officer, Executive Chair of Rathbones Asset Management

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
87
Environment
99
Social
74
Governance
87
Direct emissions (scope 1)
584 t
Energy emissions (scope 2)
773 t
Value chain emissions (scope 3)
22,425 t
Women in the workforce
46%
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Rathbone Brothers PLC has a strong reputation in the financial services industry, known for providing high-quality wealth management services.
  • The company has a long history dating back several decades, which has allowed them to build a loyal client base.
  • Rathbone Brothers PLC has a well-established network of offices and financial advisors, enabling them to serve a large number of clients effectively.

Weaknesses

  • One of the weaknesses of Rathbone Brothers PLC is their heavy dependence on the UK market, which makes them vulnerable to any economic or political uncertainties in the country.
  • The company may face challenges in attracting and retaining top talent due to intense competition in the financial services industry.

Opportunities

  • Rathbone Brothers PLC can explore opportunities for international expansion to diversify their revenue streams and reduce reliance on the UK market.
  • The increasing demand for sustainable and socially responsible investing presents an opportunity for the company to develop and promote ethical investment products.

Threats

  • The ongoing uncertainty surrounding Brexit and potential changes in regulations could disrupt the financial services sector, impacting Rathbone Brothers PLC as well.
  • The emergence of robo-advisors and other digital platforms in the wealth management industry poses a threat to traditional financial advisory firms like Rathbone Brothers PLC.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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