Rathbone Brothers

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Rathbone Brothers is a British financial firm that provides wealth management, investment management, and financial planning services to individuals, families, and charities. The company was founded in 1742 and is one of the oldest and largest wealth management firms in the UK.
Rathbone Brothers is headquartered in London and has over 1,100 employees across 15 offices in the UK and internationally. The company manages over £50 billion in assets for its clients.
Rathbone Brothers is listed on the London Stock Exchange and is a member of the FTSE 250 index. The company is also a member of the London Stock Exchange and has a secondary listing on the Bermuda Stock Exchange.
Rathbone Brothers has a long history of providing financial services, with its origins dating back to 1742 when it was founded as a timber trading business by William Rathbone IV in Liverpool. The company later evolved into a merchant banking business and eventually into a wealth management firm.
Today, Rathbone Brothers offers a wide range of services to its clients, including investment management, financial planning, tax planning, and trust and estate management. The company prides itself on providing personalized advice and tailored investment solutions to help clients achieve their financial goals.
Rathbone Brothers also has a strong commitment to corporate social responsibility and is actively involved in various charitable initiatives and environmental initiatives. The company has a dedicated charity team that works with clients to support their philanthropic endeavors. Rathbone Brothers is also a signatory of the UN Principles for Responsible Investment and has a socially responsible investment service for clients who want their investments to align with their values.
In addition to its core wealth management services, Rathbone Brothers also offers a range of other financial services through its subsidiary companies, including Rathbone Investment Management, Rathbone Funds, Rathbone Greenbank Investments, and Rathbone Trust Company. The company also has partnerships with several external investment managers, providing clients with access to a wider range of investment options.
In summary, Rathbone Brothers is a well-established financial firm with a long history and a strong reputation for providing high-quality wealth management services to clients. The company’s commitment to responsible investing and corporate social responsibility sets it apart from other financial firms, making it a popular choice for clients looking for socially responsible investment options.

1. Long-standing history: Rathbone Brothers was founded in 1742, making it one of the oldest wealth management firms in the UK.
2. Family ownership: The company has been in the hands of the Rathbone family for six generations, which is unique in the financial industry.
3. Long-term approach: Rathbones takes a long-term approach to investing, with a focus on sustainable growth over quick gains. This approach has helped the company weather economic downturns and market volatility.
4. Personalized and bespoke services: Rathbones prides itself on providing personalized and bespoke services to its clients, catering to their specific needs and objectives.
5. Strong reputation and trust: Rathbones has built a strong reputation for trust and integrity over its long history, earning the loyalty and confidence of its clients.
6. Diversified services: Rathbones offers a range of wealth management services, including investment management, financial planning, and tax and estate planning, allowing clients to have all their financial needs met in one place.
7. Commitment to ethical investing: Rathbones is committed to responsible and sustainable investing, integrating environmental, social, and governance factors into its investment decisions.
8. Award-winning performance: The company has received numerous accolades for its performance, including being named Investment Manager of the Year at the City of London Wealth Management Awards in 2020 and Best Wealth Manager at the Family Wealth Report Awards in 2021.
9. Global reach: While founded in the UK, Rathbones has a global presence, with offices in the UK, Jersey, and Switzerland. This allows the company to cater to clients around the world.
10. Strong financials: Rathbones has a strong financial track record, with consistent growth in profits and assets under management, demonstrating its stability and success as a company.

The Rathbone Brothers company’s business model is a wealth and investment management model. They specialize in providing financial planning, investment management, and advisory services to high-net-worth individuals, families, and charities. The company offers a range of investment solutions, including discretionary and advisory management, unit trusts, and offshore funds. They also provide financial and tax planning, trust and estate services, and philanthropic advice. Their business model focuses on delivering long-term sustainable returns for their clients while providing personalized and tailored solutions to meet their individual needs. They also place a strong emphasis on building long-term relationships with their clients and providing excellent customer service.

1. The company was founded in 1742, making it one of the oldest investment management firms in the world.
2. It originated as a partnership between John Green and Charles Rainbow, two merchants from Liverpool.
3. The company was originally named Green, Rainbow & Co. and focused on trading goods such as cotton, silk, and spices.
4. The name Rathbone Brothers was adopted in 1809 when a member of the Rathbone family, Samuel Rathbone, became a partner in the firm.
5. The company has been listed on the London Stock Exchange since 1956.
6. Rathbone Brothers has been involved in many significant historical events, including financing the British East India Company’s trade with China in the 18th century and providing funding for the construction of the Panama Canal in the early 20th century.
7. In the late 19th and early 20th centuries, Rathbone Brothers was one of the largest producers of Kentish hops, supplying many breweries across England.
8. In the 1920s, the company expanded its services to include investment management and private banking.
9. Today, Rathbone Brothers has a network of over 15 offices across the UK and international locations including Jersey, Dublin, and Singapore.
10. The company has a long history of philanthropy and charitable giving, establishing the Rathbone Training Programme in 1912 to help young people find employment, and currently supporting various charities and community projects through their Charities team.
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