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Rathbone Group/£RAT

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About Rathbone Group

Rathbone Brothers is a UK-based wealth management company that provides personalized investment and financial planning services. Its core business involves managing private client investment portfolios, offering services such as investment management, tax planning, and trust services. Headquartered in London, the company has a significant presence across the United Kingdom. Rathbone Brothers traces its origins back to 1742, emphasizing its long-standing history in the financial industry. Its competitive strengths lie in its bespoke service offerings and extensive expertise in managing discretionary portfolios, catering primarily to high-net-worth individuals and families.
Ticker
£RAT
Sector
Finance
Primary listing
LSE
Employees
3,300
Headquarters
London, United Kingdom
Website
www.rathbones.com

Rathbone Group Metrics

BasicAdvanced
£1.8B
15.73
£1.12
0.72
£1.00
5.66%

What the Analysts think about Rathbone Group

Analyst ratings (Buy, Hold, Sell) for Rathbone Group stock.
Analyst projections of the future price of Rathbone Group stock.

Bulls say / Bears say

First-half operating income rose 8.6% and underlying profit before tax rose 14.4%, lifting the margin to 25.3% from 24.0%. Investec integration costs also fell to £9.5 million from £23.2 million, supporting further efficiency gains. (Rathbones)
Wealth Management recorded inflows for a second consecutive quarter, and its nine-month flows turned positive at £11 million. Excluding lower-margin execution-only services, inflows reached £0.3 billion year to date, despite restrictions on some clients. (Rathbones)
Rathbones reported Wealth portfolios outperforming ARC benchmarks over one and three years, while clients using both investment management and financial planning grew assets at around 4% annualised versus no growth across Wealth overall. Its new on-demand advice service could help extend that joined-up proposition to more clients. (Rathbones, Rathbones)
Asset Management continues to lose client money: it recorded £425 million of outflows in Q3, following £864 million of outflows in the first half excluding intra-group assets. Rathbones attributed the weakness to ongoing pressure on active equity funds in the UK retail market. (Rathbones, Rathbones)
The FCA Skilled Person Review is a material earnings burden: Rathbones expects about £60 million of programme costs through mid-2028, net of expected insurance recoveries. Stopping fees on portfolio cash is also expected to cost around £9 million in H2 and lowered the Q4 margin target to 28.7% from 30.0%. (Rathbones)
Wealth Management’s recovery remains modest: Q3 inflows were only £24 million and nine-month inflows were £11 million, while Rathbones has paused taking new money from enhanced-due-diligence clients. That restriction and client caution ahead of the UK Budget could limit new business momentum. (Rathbones)
Data summarised monthly by Lightyear AI. Last updated on 22 Oct 2026.

Rathbone Group Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Rathbone Group Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Rathbone Group

AllGBPUSDEUR
Funds
Fund name
Fund size
£RAT weighting
L&G UK Quality Dividends Equal Weight£LDUK
£81M1.60%
iShares FTSE 250£MIDD
£672M0.33%
Vanguard FTSE 250£VMIG
£569M0.29%
Vanguard FTSE 250£VMID
£1.5B0.29%
iShares Ageing Population$AGED
$953M0.12%
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by London Stock Exchange, through Infront.