Company Rathbones Group Plc

Equities

RAT

GB0002148343

Investment Management & Fund Operators

Delayed London S.E. Other stock markets 11:18:26 04/12/2024 GMT			5-day change	1st Jan Change
1,670.00 ^GBX	-0.24%		+0.36%	-4.13%

11-29	Berenberg starts M&S at 'hold', Next at 'buy'	AN
10-18	Deutsche Bank cuts Compass Group to 'hold'	AN

Business description: Rathbones Group Plc

Rathbones Group Plc is a United Kingdom-based provider of investment and wealth management services for private clients, charities, trustees and professional partners. The Company's segments include investment management and funds. Within investment management segment, the Company has several specialist capabilities, such as charities and not-for-profit organizations; its specialist ethical arm, Rathbone Greenbank Investments; personal injury and court of protection, and Rathbone Investment Management International. The Company, through Rathbone Financial Planning, Saunderson House Limited and Vision Independent Financial Planning, provides financial planning and advisory services. It also offers United Kingdom trust, tax and legal services through the Rathbone Trust Company. Its complementary services include unitized portfolio, managed portfolio, Rathbone Select Portfolio and banking and loan services. Its Rathbone Unit Trust Management is a United Kingdom active fund manager.

Number of employees: 3,500

Sales by Activity: Rathbones Group Plc

Fiscal Period: December	2019	2020	2021	2022	2023
Wealth Management	311M	321M	373M	393M	504M
Asset Management	37.14M	45.43M	63.1M	62.95M	67.2M

See all business segments

Geographical breakdown of sales: Rathbones Group Plc

Fiscal Period: December	2019	2020	2021	2022	2023
United Kingdom	336M	354M	421M	442M	553M
Channel Islands	-	-	-	-	17.7M
Rest of the World	-	-	-	56K	-
Jersey	12.34M	12.38M	14.54M	13.84M	-

See all geographic segments

Managers: Rathbones Group Plc

Director	Title	Age	Since
Paul Stockton CEO	Chief Executive Officer	59	08/05/2019
Iain Hooley DFI	Director of Finance/CFO	52	30/12/2023
Andy Brodie COO	Chief Operating Officer	-	31/03/2020
Tim Woodhead CIO	Chief Investment Officer	59	31/03/1994
Ali Johnson SEC	Corporate Secretary	-	30/04/2016

See RATHBONES GROUP PLC governance

Members of the board: Rathbones Group Plc

Manager	Title	Age	Since
Paul Stockton BRD	Director/Board Member	59	27/08/2009
Sarah Gentleman BRD	Director/Board Member	53	20/01/2015
Terri Lynn Duhon BRD	Director/Board Member	-	01/07/2018
Clive Bannister CHM	Chairman	66	05/04/2021
Iain Cummings BRD	Director/Board Member	-	04/10/2021
Dharmash Mistry BRD	Director/Board Member	53	04/10/2021
Iain Hooley BRD	Director/Board Member	52	08/05/2024
Ruth Leas BRD	Director/Board Member	52	20/09/2023

Composition of the Board of Directors

Shareholders: Rathbones Group Plc

Name	Equities	%	Valuation
INVESTEC PLC 29.77 %	27,056,000	29.77 %	579 M p
Fidelity Management & Research Co. LLC 5.057 %	4,595,026	5.057 %	98 M p
Rathbones Investment Management Ltd. 5.051 %	4,590,000	5.051 %	98 M p
Lindsell Train Ltd. 4.980 %	4,525,500	4.980 %	97 M p
Aviva Investors Global Services Ltd. 3.409 %	3,098,091	3.409 %	66 M p

List of RATHBONES GROUP PLC shareholders

Holdings: Rathbones Group Plc

Name	Equities	%	Valuation
MICROSOFT CORPORATION 0.05%	3,355,921	0.05%	1,363,678,498 $
VISA, INC. 0.20%	3,414,328	0.20%	989,642,971 $
AMAZON.COM, INC. 0.05%	5,029,387	0.05%	937,477,737 $
ALPHABET INC. 0.07%	4,349,680	0.07%	744,273,745 $
APPLE INC. 0.02%	2,959,490	0.02%	668,578,386 $
NVIDIA CORPORATION 0.02%	4,612,244	0.02%	612,321,513 $
JPMORGAN CHASE & CO. 0.10%	2,706,772	0.10%	600,686,842 $
BERKSHIRE HATHAWAY INC. 0.07%	952,377	0.07%	429,445,837 $
THERMO FISHER SCIENTIFIC INC. 0.20%	747,492	0.20%	408,369,829 $
THE COCA-COLA COMPANY 0.13%	5,441,097	0.13%	355,358,045 $

Company details: Rathbones Group Plc

Rathbones Group Plc

8 Finsbury Circus

EC2M 7AZ, London

+44 20 7399 0000

http://www.rathbones.com

Group companies: Rathbones Group Plc

Name	Category and Sector
Rathbones Asset Management Ltd. Rathbones Asset Management Ltd. Investment ManagersFinance Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LSE: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and renamed Rathbone Unit Trust Management Ltd. in 1999. They became known as Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.	Investment Managers
Rathbones Investment Management Ltd. Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is an investment management firm headquartered in Liverpool, UK. The firm was founded in 1979 and is a wholly-owned subsidiary of Rathbone Brothers Plc (LSE: RAT). RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.	Investment Managers
Rathbone Nominees Ltd. Rathbone Nominees Ltd. Regional BanksFinance Part of Rathbones Group Plc, Rathbone Nominees Ltd. acts as a nominee/trust/depository. The company is based in Liverpool, UK.	Regional Banks
Vision Independent Financial Planning Ltd. Vision Independent Financial Planning Ltd. Investment ManagersFinance Vision Independent Financial Planning Ltd. operates as a financial advisor. Its services include discretionary portfolio management, bespoke investment advice, pension and retirement planning, inheritance tax planning, mortgages including buy to let and equity release, commercial finance, private individual and commercial protection, trustee and charity investment management, power of attorney and court of protection investment management and specialist financial services to medical professionals. The company was founded by Paul Sweaton and Roger Edwards in 2008 and is headquartered in Falmouth, United Kingdom.	Investment Managers
Rathbones Investment Management International Ltd. Rathbones Investment Management International Ltd. Investment ManagersFinance Rathbones Investment Management International Ltd. (Rathbones International) is the wealth management subsidiary of Rathbones Investment Management Ltd., which is owned by Rathbones Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in St. Helier, UK. Rathbones International provides offshore investment management services for individuals and families, charities and professional advisers.	Investment Managers

See all subsidiaries

Investment Management

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
RATHBONES GROUP PLC	-0.24%	+0.46%	+3.45%	-13.83%	2.22B
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Average	+0.24%	-0.99%	+39.51%	+31.54%	40.45B
Weighted average by Cap.	-0.37%	-2.07%	+71.31%	+64.69%