Rathbones Group

UK asset management company

Rathbones Group Plc

Type| Public

Traded as

* LSE: RAT
* FTSE 250 component

Industry| Finance
Founded| 1742; 280 years ago (1742)
Headquarters| London, UK

Key people

| Clive Bannister, Chairman
Paul Stockton, CEO
Jennifer Mathias, FD
Revenue|  £428.6 million (2021)[1]

Operating income

|  £95.0 million (2021)[1]

Net income

|  £75.2 million (2021)[1]
AUM|  £68.2 billion (2021)[1]
Website| www.rathbones.com

Rathbones Group 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. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

## Contents

* 1 History
* 2 Operations
* 3 Rathbone Society
* 4 Corporate social responsibility
* 5 References
* 6 Further reading
* 7 External links

## History[edit]

8 Finsbury Circus, London (building on the right), Head office of Rathbones Group

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] It changed its name from Rathbone Brothers to Rathbones Group on 1 December 2021.[4]

## Operations[edit]

The company provides investment management, financial planning, tax and trust services.[5] It has 15 offices located all over the UK and Jersey.[6]

The current CEO is Paul Stockton, who was appointed to the position in May 2019.[7][8] He had previously worked at the company from 2008, as group financial and managing director.[8]

## Rathbone Society[edit]

The Rathbone Society was founded by the Rathbone family.[9]

## Corporate social responsibility[edit]

The Rathbones Group Foundation is the charitable arm of the group, supporting charities that pay particular attention to at risk and vulnerable youths.[10]

## References[edit]

1. ^ a b c d "Preliminary Results 2021" (PDF). Rathbones Group Plc. Retrieved 24 February 2022.
2. ^ a b c d University of Liverpool: Collections Archived 2011-07-27 at the Wayback Machine
3. ^ "Rathbones: Share History".
4. ^ "Change of name for Rathbone Brothers". Financial Planning Today. 1 December 2021. Retrieved 17 February 2022.
5. ^ "About us". Rathbones. Retrieved 23 April 2017.
6. ^ "Our offices". Rathbones. 2 June 2015. Retrieved 8 September 2020.
7. ^ "Paul Robert Stockton, Rathbone Group PLC: Profile and Biography". Bloomberg.com. Retrieved 27 August 2020.
8. ^ a b "Our people". Rathbones. 5 August 2015. Retrieved 27 August 2020.
9. ^ "Education and learning contacts for disabled people". Direct.gov. Archived from the original on 27 July 2008. Retrieved 23 April 2017.`{{cite web}}`: CS1 maint: bot: original URL status unknown (link)
10. ^ "Community". Rathbones. 11 June 2015. Retrieved 8 September 2020.

## Further reading[edit]

* David Lascelles (2008) The Story of Rathbones since 1742. London: James & James (Publishers) Ltd
* Lucy Nottingham (1992) Rathbone Brothers From Merchant to Banker 1742-1992, Rathbone Brothers plc.
* Sheila Marriner (1961) Rathbones of Liverpool 1845-73 Liverpool University Press

## External links[edit]

* Official site

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