Member: Rathbone Investment Management Limited

Rathbones has long been the home of high-quality, personalised investment management services. Our aim is to build long-term relationships with individuals, families and their advisers, as well as trustees and charities.

Liverpool is the birthplace of Rathbones and our presence in the city dates back as far as 1742. While operating very much as a regional team, we benefit from the stability and resources that you would expect from being part of one of the largest and longest-established wealth management companies. As well as our Liverpool office, Rathbones has grown a network of offices from Aberdeen to Exeter and Bristol to London, thereby significantly increasing our corporate profile. We are listed on the London Stock Exchange as a FTSE 250 company.

We focus on providing personalised discretionary investment management services, selecting the most appropriate investment opportunities from across the market. Our service ensures the smooth running of a clients portfolio and importantly, direct access to the person managing their funds. This ensures requirements are properly understood and reflected in the way their assets are managed.

Contact: Tel: Email:
Primary Will Roberts 0151 236 6666