Rathbones Group

Rathbones Group Plc
Type	Public
Traded as	LSE: RAT; FTSE 250 component;
Industry	Finance
Founded	1742; 280 years ago
Headquarters	London, UK
Key people	Clive Bannister, Chairman ; Paul Stockton, CEO; Jennifer Mathias, FD
Revenue	£428.6 million (2021)
Operating income	£95.0 million (2021)
Net income	£75.2 million (2021)
AUM	£68.2 billion (2021)
Number of employees	1,900 (2022))
Website	www.rathbones.com

Rathbones Group Plc is a UK provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

History[]

8 Finsbury Circus, London (building on the right), Head office of Rathbones Group

The business was founded by William Rathbone II by 1742 as a Liverpool-based timber trading business.^[3] 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.^[3] In 1912 it abandoned its trading operations and focused on financial management,^[3] 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^[3] and thereby secured a listing on the London Stock Exchange.^[4] It changed its name from Rathbone Brothers to Rathbones Group on 1 December 2021.^[5]

Operations[]

The company provides investment management, financial planning, tax and trust services.^[6] It has 14 offices located all over the UK and Jersey.^[7]

The current CEO is Paul Stockton, who was appointed to the position in May 2019.^[8]^[9] He had previously worked at the company from 2008, as group financial and managing director.^[9]

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.^[10]

References[]

^ Jump up to: ^a ^b ^c ^d "Preliminary Results 2021" (PDF). Rathbones Group Plc. Retrieved 24 February 2022.
^ "Rathbone Brothers". Craft. Retrieved 15 July 2022.
^ Jump up to: ^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.
^ "About us". Rathbones. 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.
^ Jump up to: ^a ^b "Our people". Rathbones. 5 August 2015. Retrieved 27 August 2020.
^ "Community". Rathbones. 3 October 2022. Retrieved 3 October 2022.

External links[]

Official site

[results-1] Jump up to: ^a ^b ^c ^d "Preliminary Results 2021" (PDF). Rathbones Group Plc. Retrieved 24 February 2022.

[2] "Rathbone Brothers". Craft. Retrieved 15 July 2022.

[history-3] Jump up to: ^a ^b ^c ^d University of Liverpool: Collections Archived 2011-07-27 at the Wayback Machine

[4] "Rathbones: Share History".

[5] "Change of name for Rathbone Brothers". Financial Planning Today. 1 December 2021. Retrieved 17 February 2022.

[6] "About us". Rathbones. Retrieved 23 April 2017.

[7] "Our offices". Rathbones. 2 June 2015. Retrieved 3 October 2022.

[8] "Paul Robert Stockton, Rathbone Group PLC: Profile and Biography". Bloomberg.com. Retrieved 27 August 2020.

[:0-9] Jump up to: ^a ^b "Our people". Rathbones. 5 August 2015. Retrieved 27 August 2020.

[10] "Community". Rathbones. 3 October 2022. Retrieved 3 October 2022.

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