Rathbones
FD | |
Revenue | £508.9 million (2023)[1] |
---|---|
£57.6 million (2023)[1] | |
£37.5 million (2023)[1] | |
AUM | £60.2 billion (2022)[1] |
Number of employees | 1,900 (2022)[2] |
Website | www.rathbones.com |
Rathbones Group Plc is a
History
The business was founded by
In April 2023, Rathbones agreed to buy Investec's wealth and investment businesses in the UK and Channel Islands for £839 million. The deal excludes Investec Bank (Switzerland) and Investec International wealth business.[6]
Operations
The company provides investment management, financial planning, tax and trust services.[7] It has 14 offices located all over the UK and Jersey.[8]
The current CEO is Paul Stockton, who was appointed to the position in May 2019.[9][10] He had previously worked at the company from 2008, as group financial and managing director.[10]
Responsible business
The Rathbones Group Foundation is the charitable arm of the group, supporting charities that pay particular attention to at risk and vulnerable youths.[11]
References
- ^ a b c d "Preliminary Results 2023" (PDF). Rathbones Group Plc. Retrieved 6 March 2024.
- ^ "Rathbone Brothers". Craft. Retrieved 15 July 2022.
- ^ a b c d University of Liverpool: Collections Archived 2011-07-27 at the Wayback Machine
- ^ "Rathbones: Share History".
- ^ "Change of name for Rathbone Brothers". Financial Planning Today. 1 December 2021. Retrieved 17 February 2022.
- ^ "Rathbones agrees wealth deal with Investec to create £100bn business". Financial Times. 4 April 2023. Retrieved 19 April 2023.
- ^ "About us". Rathbones. 27 May 2015. Retrieved 23 April 2017.
- ^ "Our offices". Rathbones. 2 June 2015. Retrieved 3 October 2022.
- ^ "Paul Robert Stockton, Rathbone Group PLC: Profile and Biography". Bloomberg.com. Retrieved 27 August 2020.
- ^ a b "Our people". Rathbones. 5 August 2015. Retrieved 27 August 2020.
- ^ "Community". Rathbones. 3 October 2022. Retrieved 3 October 2022.
Further reading
- David Lascelles (2008) The Story of Rathbones since 1742. London: James & James (Publishers) Ltd
- Lucy Nottingham (1992) Rathbone Brothers From Merchant to Banker 1742-1992, Rathbone Brothers plc.
- Sheila Marriner (1961) Rathbones of Liverpool 1845-73 Liverpool University Press