We came to Rathbones 4 years ago and couldn't be happier with Sam Boyd and Alex Wren. Sam and Alex have been incredibly personable and attentive and have always taken the time to fully explain their s... Mehr ansehen
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Das sagen Bewerter
William and his team are absolutely first rate and I’d recommend them to anyone. I’m not an especially trusting person… I take a while so that I can see people in action of a good period of time and... Mehr ansehen
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I'm very happy with the service provided by William and his team. William has looked after us at different places for about 25 years now and he has taken great trouble to understand my circumstances,... Mehr ansehen
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William and his team have looked after us extremely well and with great professionalism for many years now. He has always been very quick to deal with any questions and often proactive in contacting u... Mehr ansehen
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Unternehmensdetails
Vom Unternehmen geschrieben
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners across the UK. We are a long-established UK wealth manager, trusted for generations to help clients manage, protect, and preserve their wealth. Our clients value the personal, long-term relationships we build. We take the time to understand individual circumstances, goals and priorities, and provide a tailored service designed to support clients at every stage of their financial journey. This includes working closely with individuals and families, as well as supporting charities and professional partners with their investment and governance needs. As an independently minded business, we are committed to acting in our clients' best interests and maintaining the highest standards of integrity and care. Many of our relationships span generations, reflecting the trust our clients place in us over the long term. If you would like to know more about Rathbones and how we support our clients, you can visit our website for further information.
Our services
Vom Unternehmen geschrieben
- Investment Management
- We offer extensive investment management services that are built around you, your future goals and your values. Our starting point is to discuss your individual investment needs and develop a personal investment plan for you.
- Financial Planning
- Financial planning can help you organise your finances so you can make the most of your money. We start by getting to know you and your current and long-term needs as well as any personal goals. Using this information, we will work with you to create clear and precise financial objectives to work towards, aiming to reduce complexity and help you focus on what matters to you.
- Asset Management
- Rathbones Asset Management is the fund management division of Rathbones Group, which offers a range of actively managed funds covering variety of asset classes to meet your capital growth and income requirements.
- Family Office, Trust and Tax Services
- We offer a range of corporate trustee, corporate executorship, trust advisory, inheritance tax and succession planning, tax planning, and private philanthropy services.
- Offshore Investment Management
- Based in both Guernsey and Jersey, we cater for the investment needs of individuals and families, charities and professional advisers who are looking for offshore investment management.
- Ethical and Sustainable Investment
- For over 20 years, our Greenbank team has been at the forefront of creating bespoke ethical, and sustainable portfolios for our clients.
- Personal Injury and Court of Protection
- Our dedicated personal injury (PI) and Court of Protection (COP) team works closely with clients, deputies, trustees and families to help meet their current and future needs.
Kontaktinformationen
30 Gresham Street, EC2V 7QN, London, Vereinigtes Königreich
- 0207 597 9023
Visit our website to find out more
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52 Bewertungen
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Absolutely first rate - thoroughly recommend
William and his team are absolutely first rate and I’d recommend them to anyone.
I’m not an especially trusting person… I take a while so that I can see people in action of a good period of time and from several angles. But William and his colleagues, especially Lily, have proven to be absolutely solid. They’re also easy to work with, very responsive, they know their stuff and they do really seem to care.
I feel very glad that they’re managing my portfolio.
23. April 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Bryan,
Thank you for taking the time to share your thoughtful feedback. We're delighted to hear how confident you feel in William and the team, and that their responsiveness, expertise and genuine care have stood out over time. Building trust through consistent, dependable service is incredibly important, and it's great to know that both William and Lily have made such a positive impression. We really appreciate your recommendation and the confidence you place in Rathbones.
Kind regards,
Abbey
We have been clients of Rathbones…
We have been clients of Rathbones getting on for 15 years. The standard of service over that period has been consistently high. Our DFM (William Luttrell-Hunt) is always available to give us specific advice on estate and financial matters, and those assisting him are equally responsive. We trust the firm's judgment and expertise and happily recommend them on the basis of our experience.
9. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Chris,
Thank you for your kind feedback. We're pleased to hear about your long-standing relationship with Rathbones and that you've continued to receive such a consistently high standard of service. It's great to know that William's availability and clear advice on estate and financial matters, along with the support of the wider team, have given you confidence and reassurance. We really appreciate your trust and recommendation.
Kind regards,
Abbey
William Day and his team have been exceptional
William Day and his team have been looking after my wife's and my investments (as well as those of my late sister's trust) for many years.
We have received nothing but exceptional service and advice throughout, regularly guiding us skilfully through the ever more complex world of our financial affairs.
The level of efficiency, accessibility, understanding and patience of William and his team never fails to impress. As does their level of knowledge relevant to our requirements. I have no hesitation in recommending them to all.
8. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Peter,
Thank you for your kind and thoughtful feedback. We're delighted to hear that William and his team have supported you and your family so well over many years, providing clear, patient and carefully considered guidance across what can be an increasingly complex financial landscape. It's great to know that their accessibility, depth of knowledge, and understanding of your particular requirements have given you such confidence and reassurance. We very much appreciate your trust and recommendation.
Best wishes,
Abbey
Excellent investment managers
The first thing to say, the most important, is that the returns on capital are extremely good. Even with difficult times over many years Rathbones London have been able to navigate their way through and present significant results. Following on from this it is very important to say that Rathbones London, led by William Day, are always approachable, responsive and quite excellent in their considered advice. I would not change from this investment management company.
8. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Nick,
Thank you for your kind and thoughtful feedback. We're pleased to hear that the London team has continued to provide such considered and reliable support, particularly through challenging market conditions. It's great to know that William's approachable, responsive leadership and measured advice have given you confidence in how your investments are managed. We very much appreciate your trust and your continued confidence in Rathbones.
Kind regards,
Abbey
Professional and dedicated
William and his team have looked after my family’s interests for many years with professionalism, compassion and a high level of service. They have gone above and beyond on many occasions. I would highly recommend them.
8. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Fi B,
Thank you for your kind feedback. We're delighted to hear that William and his team have supported your family so well over many years, and that the service provided has been both professional and compassionate. It's especially pleasing to know that they've gone the extra mile when needed. We really appreciate your trust and strong recommendation.
Best wishes,
Abbey
Clear, consistent and client focussed advice and support
We have been clients of Rathbones for over 10 years and I have always felt that William Day and his team, have had our best interests at the centre of the service they provide. Their communication with us has been excellent - both rectively in response to our needs and also proactively in matters that they felt we should know about!
The information on the portal is also very easy to access and understand.
Their investment advice is always clear and up to date with the emphasis on the long to medium term rather than following short term trends.
I would thoroughly recommend William and his team to anyone seeking a investment portfolio manager.
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Andrew,
Thank you for taking the time to share your kind feedback. We're pleased to hear that you've felt so well supported by William and his team over the past ten years, and that your best interests have consistently been at the heart of the service provided. It's great to know that the clear, proactive communication, easy-to-use portal and long-term, considered investment approach have given you confidence and reassurance. We very much appreciate your recommendation.
Kind regards,
Abbey
Service standards and professionalism
William and his team have looked after us extremely well and with great professionalism for many years now. He has always been very quick to deal with any questions and often proactive in contacting us on various matters. Very happy with their high standard of service.
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Greg,
Thank you for your thoughtful feedback. We're pleased to hear that William and his team have provided such professional and attentive support over many years. It's great to know that their responsiveness and proactive approach have continued to meet your expectations, and we very much appreciate your comments on the high standard of service.
Kind regards,
Abbey
William and his team at Rathbones
William and his team at Rathbones have done a great job for us over the last decade. They have managed not only our investments but both our mothers and now our adult children as well. They always respond rapidly to requests and enquiries and are very thorough in going through our personal requirements and tailoring our investments to the individual. They have managed our funds very well through some turbulent years and we heartily recommend them.
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Consumer,
Thank you for your kind feedback. We're delighted to hear that William and his team have supported you and your family so well over the past decade across multiple generations. It's great to know that the responsive service, careful understanding of individual needs and tailored approach have helped navigate what have been challenging years.
Best wishes,
Abbey
Highly recommended for all your investment and financial planning needs
We have been incredibly impressed with the level of service, advice and professionalism with Rathbones London. This included not just investment advice but full financial planning for our retirement as well as inheritance plans for our children. I cannot recommend Rathbones too highly. They have been a pleasure to work with.
10. März 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Stuart,
Thank you for your thoughtful feedback. We're delighted to hear how impressed you've been with the service from our London team, and that the advice provided has supported not only your investments but also your retirement and inheritance planning. It's great to know you've found Rathbones a pleasure to work with, and we really appreciate your recommendation.
Kind regards,
Abbey
Expert customer excellence
Experts who share their knowledge in a way I can understand it.
A team that strives to understand and meet my needs
Trustworthy, down-to-earth, and wholly dependable team lead by Billy Day.
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Alan,
Thank you for your kind feedback. We're pleased to hear that the team has taken the time to share their knowledge in a clear and accessible way, and that you've felt your individual needs have been properly understood. It's great to know that Billy's down-to-earth leadership and the wider team's dependable approach have given you confidence and trust in the guidance provided. We really appreciate your recommendation.
Kind regards,
Abbey
Have been with Rathbones for 10 years…
Have been with Rathbones for 10 years or so. Excellent service. Great communication. The portal is really easy to understand so can see my investments at a glance. Feel very satisfied that the team care very much about my investments and I'm not just a number.
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Jane,
Thank you for your kind feedback. We're pleased to hear that you've received excellent service and clear communication over the past ten years, and that the online portal helps you keep track of your investments easily. It's especially good to know you feel personally valued and cared for rather than just a number. We really appreciate the trust you've placed in the Rathbones team.
Best wishes,
Abbey
I have nothing but praise for Rathbones
I have nothing but praise for the service I get from Rathbones. Every contact from me is responded to promptly and efficiently with courtesy. I am more than happy with the return that my investment with them is being managed
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Frank,
Thank you for your thoughtful feedback. We're pleased to hear that you've consistently received prompt, courteous and efficient service, and that communication has met your expectations. It's also great to know you're happy with how your investments are being managed. We really appreciate your trust in Rathbones and taking the time to share your experience.
Kind regards,
Abbey
Great experience with Rathbones
William Day and the rest of the Rathbones staff have done a fantastic job for me and my family over the last 6+ years. I really appreciate their informative updates and personally curated services - they take all the worry out of managing our finances, and are extremely responsive to individual needs. Thank you!
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Customer,
Thank you for taking the time to share your kind feedback. We're delighted to hear that William and the wider team have supported you and your family so well over the past six years. It's great to know that the regular, informative updates and tailored approach have helped take the worry out of managing your finances, and that the team's responsiveness has made a real difference. We appreciate your trust and kind words.
Best wishes,
Abbey
I get a very rapid personal service…
I get a very rapid personal service whenever I call - and I get regular updates on my portfolio.
Of course none of this matter if the returns are not good - I am very happy with that too.
6. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Graham,
Thank you for your feedback. We're pleased to hear that you receive prompt, personal service and find the regular portfolio updates helpful. We really appreciate you taking the time to share your experience.
Kind regards,
Abbey
Intelligent, sensitive and comprehensive management
Billy Day and his team offer discreet, thorough, insightful and analytical advice and this also results in maximum risk management to our funds. Highly recommended
7. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Norman,
Thank you for your kind feedback. We're pleased to hear that Billy and his team have provided such thoughtful and well-judged guidance, with a strong focus on managing risk appropriately. It's great to know this approach has given you confidence in how your funds are looked after, and we very much appreciate your recommendation.
Best wishes,
Abbey
Bob Szechenyi
Bob has managed our investments for over a decade and that of our parents. We have received consistent, steady and reliable advice throughout a very turbulent time. Always on hand from every early in the morning (!), he has taken the time to explain options in a way that made sense. That reassurance has been invaluable. Overall, I wouldn’t hesitate to recommend him.
3. Mai 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Fran,
Thank you for your kind feedback. We're pleased to hear about the long-term support Bob has provided to you and your family, and that his clear explanations and availability have continued to offer reassurance through what have been very challenging times. It's great to know that the steady, reliable guidance has made such a difference, and we really appreciate your recommendation.
Best wishes,
Abbey
My portfolio manager
My portfolio manager, Samantha Boyd is extremely able and a friendly and professional person aswell. It is always a pleasure to discuss my finances with her and they have performed very well over the years. I highly recommend her and the team at Rathbones, their performance is faultless.
27. April 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Jane,
Thank you for your kind feedback. We're delighted to hear that working with Samantha has been such a positive experience, and that her friendly, professional approach has made discussions around your finances both clear and rewarding. It's great to know you've been pleased with how your investments have been managed over the years, and we really appreciate your recommendation of Samantha and the wider Rathbones team - they will be delighted to hear this.
Best wishes,
Abbey
It's the people that count.
My wife and I followed Matthew Fry from our previous fund manager two years ago when he moved on. Trusting and liking your immediate contacts are key to a good relationship and Matthew ticked all the boxes. We know he is always available for a well-informed, understandable update on the markets. Those colleagues we have subsequently met and spoken to have been no less capable, open and friendly.
2 years may be a bit short to assess performance reliably but for calendar year 2025 our balanced portfolio was up 11.83% (vs ARC +8.68%). Since
inception (31 May 2024) up 15.02% (vs ARC +14.04%). A good start!
26. Januar 2025
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Ken,
Thank you for taking the time to share your experience. It's great to hear you've built up a good relationship with Matthew and the team, and that you trust him. It's also great to hear you've had a good start to your portfolio - and that the team at Rathbones have been open and friendly - they will be delighted to hear this!
Best wishes,
Abbey
Highly recommended
It was my grandparents who initially entrusted their finances to Rathbones and Stuart Furzer who has managed my portfolio for many years now almost feels like one of the family. Highly recommended.
22. Januar 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Annita,
Thank you for sharing your experience. It's wonderful to hear that your family's relationship with Rathbones goes back generations, and that Stuart's long-standing support has made him feel like part of the family. We're delighted that you continue to feel well looked after and confident in the service you receive!
Best wishes,
Abbey
Sam Lippiatt Durnell
We moved to Rathbones a year ago and are very happy with the service and performance. We have dealt with Sam for over ten years and would recommend him very highly. His expertise and knowledge of the financial markets is invaluable.
19. Januar 2026
Bewertung ohne vorherige Einladung
Antwort von Rathbones - London
Dear Calvin,
Thank you for sharing your experience over the past year with Rathbones. We're very pleased to hear you're happy with both the service and performance. It's also great to know you've worked with Sam for over a decade and that his expertise and knowledge of the markets have been invaluable - he will be very happy to hear this!
Best wishes,
Abbey
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