Rathbone Brothers

Rathbone Brothers 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. Rathbone Brothers Plc is an independent FTSE 250 company.

Rathbone Brothers Plc
Public
Traded asLSE: RAT
ISINGB0002148343 
IndustryFinance
Founded1742 (1742)
FounderWilliam Rathbone II 
HeadquartersLondon, UK
Key people
Mark Nicholls, Chairman
Paul Stockton, CEO
Jennifer Mathias, FD
Revenue£329.0 million (2019)[1]
£39.7 million (2019)[1]
£26.9 million (2019)[1]
Websitewww.rathbones.com

History
8 Finsbury Circus, London (building on the right), Head office of Rathbone

The business was founded by William Rathbone II by 1742 as a Liverpool-based timber trading business.[2] 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.[2] In 1912 it abandoned its trading operations and focused on financial management,[2] 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[2] and thereby secured a listing on the London Stock Exchange.[3]

Operations

The Group provides investment management, financial planning, tax and trust services.[4] At 31 December 2018 the Company had funds under management of £44.1 billion.[1]

Rathbone Society

The Rathbone Society was founded by the Rathbone family.[5]

References
  1. "Preliminary Results 2019" (PDF). Rathbone Brothers. Retrieved 3 March 2020.
  2. University of Liverpool: Collections Archived 2011-07-27 at the Wayback Machine
  3. Rathbones: Share History
  4. "About us". Rathbones. Retrieved 23 April 2017.
  5. "Education and learning contacts for disabled people". Direct.gov. Archived from the original on 27 July 2008. Retrieved 23 April 2017.CS1 maint: BOT: original-url status unknown (link)

Further reading
  • David Lascelles (2008) The Story of Rathbones since 1742. London: James & James (Publishers) Ltd
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