Rathbones Provides Personal Wealth Management Services To Individuals

11 months ago

Rathbones is a Great British Brand 2024

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Rathbones Provides Personal Wealth Management Services To Individuals

Rathbones is an entry in our Great British Brands 2024 book.

Rathbones: Great British Brand 2024

‘When we combined with Investec Wealth & Investment (UK) in April 2023 it was very important that we continued to feel personal to our clients, carrying on with no disruption and a continuity and reassurance that their money was in a safe place.

Uncertainty grows fast in an economic climate like this, so maintaining integrity and trust is vital. Being responsive and being there does not mean hiding behind voice messages, smartphone passwords and machines. We get to know our clients really well and have so many human stories, like when one client had a problem with his passport and someone from our Liverpool office went to their house to help.

There’s also a culture of not pushing product. That might make us appear a little dull but we prefer to focus on demonstrating quality and authority, which builds for the long term. Our processes might occasionally be painstaking but we never cut corners so we can always stand up and give an excellent account of ourselves.

When we ask our shareholders if they want innovation and delivery, all of their financial targets met, and combined with a whole lot of growth, they will all say, “Yes please!”. We are ever-hungry in a world in which technology is shaping us very fast. So, we are exploring ways we could use technology like AI to make our internal processes more efficient to meet these goals. We’ll proceed steadily – but cautiously.

Ultimately, we’ll never lose sight of our very human relationship with our clients and shareholders. For us, scale will always go hand in hand with personal service.’

Paul Stockton, CEO

Five Proudest Moments

When Rathbones established itself as a wealth management business in 1912, having traded since 1742 in various other areas.
When Rathbone Brothers Plc was listed on the London Stock Exchange in 1992, our 250th anniversary year.
Establishing Greenbank Investments, our specialist ethical and sustainable investment arm, in 2004.
Being renamed Rathbones Group Plc in 2021, the better to reflect the breadth of our organisation.
Combining with Investec Wealth & Investment (UK) in 2023 and refreshing the brand proposition for the enlarged group.

What I’ve Learnt

Your brand can be your biggest asset. It needs to evolve and be protected.
Exceptional, personal client service is still – and will always be – key to our business.
Growth and scale are important for continued success in our market but our focus remains on feeling small and personal to our clients and building for the long term.