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Rathbones Group Plc

Rathbones Group Plc
Leadership team

Clive Christopher Roger Bannister (Independent Non-Executive Chairman)

Sarah Felicity Gentleman (Independent Non-Executive Director)

Terri Lynn Duhon (Independent Non-Executive Director)

Products/ Services
Finance, Financial Services
Number of Employees
1,000 - 20,000
Headquarters
London, England, United Kingdom
Established
1742
Traded as
LSE:RAT
Social Media
Overview
Location
Summary
Rathbone Brothers Plc is an investment and wealth management firm. It offers discretionary investment management, stockbroking and related services for clients across the UK, Channel Islands and the Middle East.
History

The business was founded by William Rathbone II by 1742 as a Liverpool-based timber trading business. In the 19th century it became a leading trader in cotton from the United States and in 1841 it became the Liverpool agent for the East India Company. In 1912 it abandoned its trading operations and focused on financial management, initially for the Rathbone family, but subsequently for the general public. In 1988 it merged with Comprehensive Financial Services Ltd to form Rathbone Brothers plc and thereby secured a listing on the London Stock Exchange. It changed its name from Rathbone Brothers to Rathbones Group on 1 December 2021.

Mission
Rathbone Brothers Plc is dedicated to delivering the highest quality investment and wealth management services to our clients. We strive to provide knowledgeable, independent and professional advice, tailored to meet the needs of our clients and to provide solutions to their long-term financial objectives.
Vision
Overall we aim to be the preferred investment manager and trusted adviser to our clients, providing complete financial advice, tailored solutions and an exceptional level of service.
Key Team

Iain A. Cummings (Independent Non-Executive Director)

Paul Robert Stockton (Group CEO & Executive Director)

Jennifer Elizabeth Mathias (Group CFO & Executive Director)

Dharmash P. Mistry (Independent Non-Executive Director)

Recognition and Awards
Rathbone Brothers Plc has earned a number of awards from prominent organisations and publications, including Financial Times' Investment Trust of the Year , Investment Management Association’s Fund Manager of the Year and Citywire’s Private Client Manager of the Year .
References

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Rathbones Group Plc
Leadership team

Clive Christopher Roger Bannister (Independent Non-Executive Chairman)

Sarah Felicity Gentleman (Independent Non-Executive Director)

Terri Lynn Duhon (Independent Non-Executive Director)

Products/ Services
Finance, Financial Services
Number of Employees
1,000 - 20,000
Headquarters
London, England, United Kingdom
Established
1742
Traded as
LSE:RAT
Social Media