Company Rathbones Group Plc

Equities

RAT

GB0002148343

Investment Management & Fund Operators

Market Closed - London S.E. Other stock markets 16:35:17 10/12/2025 GMT			5-day change	1st Jan Change
1,824.00 ^GBX	-0.22%		+1.33%	+9.88%

12-04	Kepler Cheuvreux Starts Rathbones Coverage at Buy	MT
11-25	Sadif Downgrades Rathbones Group to Strong Sell, Reduces PT	MT

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	2020	2021	2022	2023	2024
Wealth Management	321M	373M	393M	504M	814M
Asset Management	45.43M	63.1M	62.95M	67.2M	81.7M

See all business segments

Geographical breakdown of sales: Rathbones Group Plc

Fiscal Period: December	2020	2021	2022	2023	2024
United Kingdom	354M	421M	442M	553M	874M
Channel Islands	-	-	-	17.7M	21.5M
Rest of the World	-	-	56K	-	-
Jersey	12.38M	14.54M	13.84M	-	-

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Executive Committee: Rathbones Group Plc

Manager	Title	Age	Since
Jonathan Edward Hugh Sorrell CEO	Chief Executive Officer	48	17/08/2025
Iain Hooley DFI	Director of Finance/CFO	53	30/12/2023
Tim Woodhead CIO	Chief Investment Officer	60	31/03/1994
Ali Johnson SEC	Corporate Secretary	-	30/04/2016
Shelly Patel IRC	Investor Relations Contact	-	-

See RATHBONES GROUP PLC governance

Composition of the Board of Directors: Rathbones Group Plc

Director	Title	Age	Since
Sarah Gentleman BRD	Director/Board Member	54	20/01/2015
Terri Lynn Duhon BRD	Director/Board Member	53	01/07/2018
Clive Bannister CHM	Chairman	67	05/04/2021
Iain Cummings BRD	Director/Board Member	-	04/10/2021
Dharmash Mistry BRD	Director/Board Member	54	04/10/2021
Henrietta Baldock BRD	Director/Board Member	54	20/09/2023
Iain Hooley BRD	Director/Board Member	53	08/05/2024
Ruth Leas BRD	Director/Board Member	53	20/09/2023
Jonathan Edward Hugh Sorrell BRD	Director/Board Member	48	17/08/2025

Composition of the Board of Directors

Shareholders: Rathbones Group Plc

Name	Equities	%	Valuation
INVESTEC PLC 29.44 %	27,056,000	29.44 %	663 M p
Rathbones Investment Management Ltd. 5.256 %	4,830,000	5.256 %	118 M p
Fidelity Management & Research Co. LLC 5.163 %	4,744,838	5.163 %	116 M p
Lindsell Train Ltd. 4.7 %	4,318,892	4.7 %	106 M p
Heronbridge Investment Management LLP 3.246 %	2,982,919	3.246 %	73 M p

List of RATHBONES GROUP PLC shareholders

Holdings: Rathbones Group Plc

Name	Equities	%	Valuation
MICROSOFT CORPORATION 0.05%	3,492,242	0.05%	1,718,217,986 $
ALPHABET INC. 0.08%	4,646,586	0.08%	1,487,743,905 $
AMAZON.COM, INC. 0.05%	5,478,001	0.05%	1,277,579,393 $
VISA, INC. 0.2%	3,310,079	0.2%	1,107,022,821 $
NVIDIA CORPORATION 0.02%	5,635,294	0.02%	997,447,038 $
APPLE INC. 0.02%	3,132,050	0.02%	873,372,143 $
JPMORGAN CHASE & CO. 0.1%	2,763,395	0.1%	865,163,707 $
THERMO FISHER SCIENTIFIC, INC. 0.25%	942,391	0.25%	556,792,875 $
BERKSHIRE HATHAWAY INC. 0.07%	981,416	0.07%	504,261,355 $
THE COCA-COLA COMPANY 0.13%	5,752,319	0.13%	420,609,565 $

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 RAM is an active manager seeking consistent performance to achieve medium- to long-term growth and income. Rather than adhering to a particular style of investment, the firm stays pragmatic and attentive to economic and market conditions. They allocate assets following a top-down strategy based on internal research combined with external sources. The fund managers decide as a team in which countries and sectors to invest. They select stock following a bottom-up approach, seeking companies with fundamental value, sustainable business models, quality management, good market position and products and good cash generation. Their sell decisions result from a rigorous process and are triggered by a significant change in fundamentals or management changes or shortfalls.	Investment Managers
Rathbones Asset Management Ltd. Rathbones Asset Management Ltd. Investment ManagersFinance RAM is an active manager seeking consistent performance to achieve medium- to long-term growth and income. Rather than adhering to a particular style of investment, the firm stays pragmatic and attentive to economic and market conditions. They allocate assets following a top-down strategy based on internal research combined with external sources. The fund managers decide as a team in which countries and sectors to invest. They select stock following a bottom-up approach, seeking companies with fundamental value, sustainable business models, quality management, good market position and products and good cash generation. Their sell decisions result from a rigorous process and are triggered by a significant change in fundamentals or management changes or shortfalls.	Investment Managers
Rathbones Investment Management Ltd. Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.	Investment Managers
Rathbones Investment Management Ltd. Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.	Investment Managers
Rathbone Nominees Ltd. Rathbone Nominees Ltd. Acts as a nominee/Trust/Depository

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Investment Management

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	-0.22%	+1.33%	+7.17%	-9.70%	2.53B
BLACKSTONE INC.	-1.11%	+0.51%	-19.67%	+84.66%	122B
KKR & CO. INC.	+2.64%	+8.76%	-9.39%	+184.63%	121B
ARES MANAGEMENT CORPORATION	+0.56%	+8.75%	+0.07%	+147.86%	38.82B
THE CARLYLE GROUP INC.	+1.66%	+3.84%	+10.57%	+91.76%	20.77B
AMUNDI	-1.03%	-1.61%	+2.68%	+25.42%	16.08B
ARES CAPITAL CORPORATION	-0.17%	+0.53%	-5.21%	+8.95%	15.03B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+1.97%	+0.40%	+16.77%	+131.63%	12.2B
FRANKLIN RESOURCES, INC.	-1.47%	-0.13%	+2.82%	-15.01%	12.22B
BLUE OWL CAPITAL INC.	-0.93%	+3.51%	-30.87%	+41.82%	11.08B
Average	+0.15%	+4.93%	-2.51%	+69.20%	37.19B
Weighted average by Cap.	+0.51%	+7.43%	-9.24%	+114.91%