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5-day change | 1st Jan Change | ||
| 1,910.00 GBX | -0.42% |
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-0.73% | -1.04% |
| 05-21 | Investec annual profit up after "resilient" financial performance | AN |
| 05-15 | UK stocks drop as Burnham challenge and rising oil frazzle nerves | RE |
Business description: Rathbones Group Plc
Number of employees: 3,251
Sales by Activity: Rathbones Group Plc
| Fiscal Period: December | 2021 (GBP) | 2022 (GBP) | 2023 (GBP) | 2024 (GBP) | 2025 (GBP) |
|---|---|---|---|---|---|
Wealth Management | 373M | 393M | 504M | 814M | 838M |
Asset Management | 63.1M | 62.95M | 67.2M | 81.7M | 85.4M |
Geographical breakdown of sales: Rathbones Group Plc
| Fiscal Period: December | 2021 (GBP) | 2022 (GBP) | 2023 (GBP) | 2024 (GBP) | 2025 (GBP) |
|---|---|---|---|---|---|
United Kingdom | 421M | 442M | 553M | 874M | 899M |
Channel Islands | - | - | 17.7M | 21.5M | 24M |
Rest of the World | - | 56K | - | - | - |
Jersey | 14.54M | 13.84M | - | - | - |
Executive Committee: Rathbones Group Plc
| Manager | Title | Age | Since |
|---|---|---|---|
Jonathan Sorrell
CEO | Chief Executive Officer | 48 | 17/08/2025 |
Iain Hooley
DFI | Director of Finance/CFO | 54 | 31/12/2023 |
Brad Novak
CTO | Chief Tech/Sci/R&D Officer | - | 01/01/2026 |
Michael Turner
COO | Chief Operating Officer | - | 30/11/2025 |
Robert Sears
CIO | Chief Investment Officer | - | 01/03/2026 |
Composition of the Board of Directors: Rathbones Group Plc
| Director | Title | Age | Since |
|---|---|---|---|
Sarah Gentleman
BRD | Director/Board Member | 56 | 20/01/2015 |
Terri Duhon
BRD | Director/Board Member | 54 | 01/07/2018 |
Clive Bannister
CHM | Chairman | 68 | 05/04/2021 |
Iain Cummings
BRD | Director/Board Member | 65 | 04/10/2021 |
Dharmash Mistry
BRD | Director/Board Member | 56 | 04/10/2021 |
| Director/Board Member | 55 | 20/09/2023 | |
Iain Hooley
BRD | Director/Board Member | 54 | 08/05/2024 |
Jonathan Sorrell
BRD | Director/Board Member | 48 | 17/08/2025 |
Holdings: Rathbones Group Plc
| Name | Stocks | % | Valuation |
|---|---|---|---|
MICROSOFT CORPORATION 0.05% | 3,613,937 | 0.05% | 1 627 M $ |
ALPHABET INC. 0.07% | 4,165,091 | 0.07% | 1 584 M $ |
AMAZON.COM, INC. 0.05% | 5,201,829 | 0.05% | 1 408 M $ |
NVIDIA CORPORATION 0.02% | 6,048,138 | 0.02% | 1 277 M $ |
VISA, INC. 0.19% | 3,173,148 | 0.19% | 1 036 M $ |
APPLE INC. 0.02% | 3,280,093 | 0.02% | 1 024 M $ |
JPMORGAN CHASE & CO. 0.1% | 2,715,472 | 0.1% | 813 M $ |
BROADCOM INC. 0.02% | 1,132,778 | 0.02% | 506 M $ |
THE COCA-COLA COMPANY 0.14% | 6,012,230 | 0.14% | 475 M $ |
| 953,908 | 0.26% | 470 M $ |
Company details: Rathbones Group Plc
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. Regional BanksFinance Acts as a nominee/Trust/Depository |
Regional Banks
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Investment Management
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.42% | -0.73% | +14.37% | -2.05% | 2.64B | |
| +5.34% | +4.68% | -14.07% | +36.40% | 89.7B | |
| +2.82% | +1.47% | -22.24% | +73.69% | 83.69B | |
| +2.95% | +1.82% | -24.20% | +41.63% | 28.61B | |
| -5.23% | -4.27% | +8.55% | +49.77% | 19.97B | |
| +1.31% | +2.19% | +45.34% | +20.59% | 16.31B | |
| +3.60% | +1.46% | -3.09% | +50.22% | 15.68B | |
| +1.39% | +0.32% | -14.32% | -0.42% | 13.48B | |
| -0.54% | -7.85% | - | - | 13.41B | |
| +2.05% | -3.10% | -4.04% | +158.84% | 11.03B | |
| Average | +1.33% | -1.86% | -1.52% | +47.63% | 29.45B | |
| Weighted average by Cap. | +2.74% | -1.04% | -11.22% | +51.51% |
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