Rathbones Edinburgh office, specifically Justin Armet, has been looking after my portfolio for over 10 years. I'm really pleased with the service provided. Justin always takes the time to talk through... Se mer

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Det här tycker kunderna
Rathbones have looked after our family for a considerable period. Guy Tulloch and his team have supported me excellently over the last few years. I have been very pleased with the performance of my... Se mer
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Following advice from a colleague, I moved my SIPP to Rathbones upon my retirement 15 years back. It has always been managed by Simon Dewar. Subsequently, my wife decided to move her own inve... Se mer
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My wife and I have been very pleased with the performance of our portfolios since Douglas Spence and Hector Falconer began managing our investments several years ago. Douglas and Hector have not only... Se mer
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Företagsinformation
Skrivet av företaget
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
Skrivet av företaget
- 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.
Kontaktuppgifter
10 George Street, EH2 2PF, Edinburgh, Storbritannien
- 0131 228 7490
Visit our website to find out more
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Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Consistently helpful over many years
Rathbones has managed my own and my family's portfolios for many years. Stephen Hunter has been consistently helpful over the years, and has always been considered and balanced in his advice. My contact with him has been very professional, but with a leavening of informality and dry humour, never inappropriately.

Svar från Rathbones - Edinburgh
Consistently helpful
After a sudden bereavement over twenty years ago, I was fortunate to have had the help and support of Stephen Hunter and the Rathbones Edinburgh team. Whoever you contact responds immediately and effectively, and Stephen regularly contacts me to discuss my portfolio, advising professionally and patiently.

Svar från Rathbones - Edinburgh
R.G.Logan
Euan MacDonald has looked after my portfolio for over eight years. He has always been prepared to spend time giving me insight into the reasons for buying or selling funds or shares. He has on many occasions gone out his way to he helpful.
My portfolio has preformed well over this period and I have no hesitation in recommending Euan and Rathbones.

Svar från Rathbones - Edinburgh
The Rathbone's Experience
I found Rathbone's approach to be professional with a personal touch. This makes a difference. Well done Keith Mackenzie on that. They keep me in touch with market trends and how they are responding to a complex investment market. I have only been with Rathbones for a relatively short time but I like what I see and what I am experiencing.

Svar från Rathbones - Edinburgh
Stephen Hunter and Rathbones Team have…
Stephen Hunter and Rathbones Team have looked after our Portfolio for many years.
With guide dance and advice.
They are always there to help with any questions we might have and respond very quickly.
Its not easy understanding what to do with investment matters and we can 100% recommend Stephen Hunter and Rathbones team to any one looking for advice on investments.

Svar från Rathbones - Edinburgh
Professional and efficient service
The professional and efficient service we have received from Rathbones over many years, particularly from Stephen Hunter and Kindar Brown, has been excellent. They are always available and quick to repond to any of our queries.

Svar från Rathbones - Edinburgh
excellent service
Stephen Hunter and team have looked after my portfolio for many years, and also my wifes before she died a few years ago. Stephen is always available to speak to, and my investments continue to carry on in a very acceptable manner. Always been pleased with the level of service recieved

Svar från Rathbones - Edinburgh
Investing made easy with the help of Stephen Hunter
Stephen Hunter took over from my previous investment manager at Rathbones. He has been very helpful in rationalising the portfolio with helpful constructive advice. Getting in contact when I want to discuss investments has been easy. Having My Rathbones portal has made life easier being paper free.

Svar från Rathbones - Edinburgh
We have been working with Rathbones for…
We have been working with Rathbones for almost 10 years. The staff are always very responsive, helpful and professional. No request is too big or too small and our portfolio has gone from strength to strength under their management.

Svar från Rathbones - Edinburgh
Rathbones
Always found Stephen very approachable and quick to respond with any issues we have had throughout the many years he has worked with us.

Svar från Rathbones - Edinburgh
Rathbones were recommended to me by a …
Rathbones were recommended to me by a trusted colleague. I had previously entrusted my pension investments to a competitor company but was ready to change direction and I’m so glad I made the change to Rathbones.
An introduction meeting in Edinburgh was set up where I met my Rathbones Investment Manager Stephen Hunter. At this time I was impressed by the professionalism and financial integrity displayed. This made it an easy decision to switch the management of my funds to Rathbones.
Rathbones provide regular and detailed financial updates to ensure you are well informed at all times.
What I really appreciate is the ease of communication and personable nature that is displayed by Stephen and his colleagues at Rathbones. Their financial skills and management convince me that I have made a wise and hopefully life long commitment to successful financial planning and investment

Svar från Rathbones - Edinburgh
Excellent service
Stephen Hunter & his team have been managing investments for myself for well over 10 years now .
Stephen & his colleagues have expert knowledge of the markets . They are always available if I have any queries, concerns or just want some reassurance especially when markets are experiencing volatility .
I have utmost confidence in their ability to manage my investments & to maximise potential returns on these .
I would not hesitate to recommend Rathbones to anyone seeking help and/or advice with investments.

Svar från Rathbones - Edinburgh
Your money is in good hands
Having confidence that our money is being well looked after by wonderful Stephen Hunter who has looked after our investments for many years and we feel very lucky to be in his kind and capable hands

Svar från Rathbones - Edinburgh
Professional and personal service
I have been an investor with Rathbones for over 10 years and have been very pleased with Stephen Hunter and his team's personal service. They are always swift to respond to any requests and are extremely professional.

Svar från Rathbones - Edinburgh
Rathbones (Edinburgh) have been excellent
Rathbones (Edinburgh) have been managing my investments for years. About 9 years ago, Euan MacDonald took over as my investment manager. I wouldn't have thought to review such a service but after a recent meeting, it got me thinking of the excellent service I have been receiving for years.
I am really pleased with how Rathbones actively manage my investments and Euan updates me with what they are doing and why. The expertise and knowledge certainly puts me at ease knowing my investments are in safe hands. They do exactly what is right for me as they take the time to find out what the best investment strategy is for me. Even in volatile economic times over the years for the country, I have never worried as I trust what they are doing and so far so good. Thank you Euan.

Svar från Rathbones - Edinburgh
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