Rathbones Group

OverviewSuggest Edit

Rathbones Group is a company that provides individual investment and wealth management services for private clients, charities, trustees, and professional partners. It also offers banking, financial planning, tax, and trust services. Rathbone Brothers' unit trust division provides unit trust and multi-asset fund products, sold through intermediaries to the retail sector.

TypePublic
Founded1742
HQLondon, GB
Websiterathbones.com
Employee Ratings4.5

Latest Updates

Employees (est.) (Jun 2021)1,645(+4%)
Job Openings30
Revenue (FY, 2020)£397.1 M(+4%)
Share Price (May 2022)£20.6(+3%)
Cybersecurity ratingCMore
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Key People/Management at Rathbones Group

Paul Stockton

Paul Stockton

Chief Executive Officer
Catherine Taylor

Catherine Taylor

Chief Operating Officer, Rathbone Investment Management International
Jake Wellesley-Smith

Jake Wellesley-Smith

Client Development Director
David Nelson

David Nelson

Financial Planning Director
Elizabeth Savage

Elizabeth Savage

Co-Chief Investment Officer
Ivo Darnley

Ivo Darnley

Managing Director
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Rathbones Group Office Locations

Rathbones Group has offices in London, Aberdeen, Birmingham, Bristol and in 11 other locations
London, GB (HQ)
8 Finsbury Circus
Aberdeen, GB
1 Albert St
Birmingham, GB
20 Colmore Circus Queensway
Bristol, GB
10 Queen Square
Cambridge, GB
North Wing, City House, 126-130 Hills Rd
Chichester, GB
1 Northgate
Show all (15)

Rathbones Group Financials and Metrics

Rathbones Group Revenue

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Rathbones Group's revenue was reported to be £397.13 m in FY, 2020 which is a 3.5% increase from the previous period.
GBP

Revenue (H1, 2021)

229.3m

Gross profit (H1, 2021)

213.5m

Gross profit margin (H1, 2021), %

93.1%

Net income (H1, 2021)

38.0m

Market capitalization (13-May-2022)

1.3b

Closing stock price (13-May-2022)

20.6

Cash (30-Jun-2021)

1.4b

EV

(66.3m)
Rathbones Group's current market capitalization is £1.3 b.
Annual
GBPFY, 2017FY, 2018FY, 2019FY, 2020

Revenue

316.2m340.5m383.8m397.1m

Revenue growth, %

16%8%13%3%

Cost of goods sold

24.6m28.6m35.7m31.0m

Gross profit

291.6m312.0m348.1m366.1m
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Revenue

166.1m190.1m195.5m229.3m

Cost of goods sold

12.9m17.3m16.5m15.8m

Gross profit

153.2m172.7m179.0m213.5m

Gross profit Margin, %

92%91%92%93%
Annual
GBPFY, 2017FY, 2018FY, 2019FY, 2020

Cash

1.4b1.2b1.9b1.8b

Accounts Receivable

126.2m139.0m138.4m166.2m

Prepaid Expenses

74.4m81.6m95.4m98.7m

PP&E

16.5m16.8m15.4m14.8m
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Cash

1.3b1.3b2.3b1.4b

Accounts Receivable

122.9m139.1m134.6m186.2m

Prepaid Expenses

94.4m93.5m94.4m116.3m

PP&E

16.2m15.7m14.8m13.8m
Annual
GBPFY, 2017FY, 2018FY, 2019FY, 2020

Depreciation and Amortization

19.4m21.7m33.8m31.2m

Accounts Payable

282.6m54.2m442.6m(106.0m)

Cash From Operating Activities

351.5m111.1m499.6m32.0m

Purchases of PP&E

(16.1m)(18.3m)(17.7m)(13.3m)
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Depreciation and Amortization

10.1m14.8m14.9m14.6m

Accounts Payable

(53.0m)156.6m402.5m(367.2m)

Cash From Operating Activities

(4.1m)200.0m508.5m(351.3m)

Purchases of PP&E

(9.1m)(5.1m)(18.3m)(7.9m)
GBPFY, 2017

EV/CFO

-0.2 x

Revenue/Employee

279.4k

Debt/Equity

0.1 x

Financial Leverage

7.5 x

P/E Ratio

27.7
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Rathbones Group Operating Metrics

Rathbones Group's Customers was reported to be 61 k in FY, 2020. Rathbones Group's Assets Under Management was reported to be £59.2b in H1, 2021.
FY, 2017H1, 2018FY, 2018H1, 2019FY, 2019H1, 2020FY, 2020H1, 2021

Customers

50 k51 k60 k60 k60 k64 k61 k

Assets Under Management

£39.1 b£39.9 b£44.1 b£49.2 b£50.4 b£49.4 b£54.7 b£59.2 b

Assets Under Management (Investment Management)

£33.7 b£38.5 b£43 b£44.9 b

Assets Under Management (Unit Trusts)

£5.37 b£5.64 b£7.44 b£9.8 b

Rathbones Group Acquisitions / Subsidiaries

Company NameDateDeal Size
Saunderson HouseJune 23, 2021£150 m
Speirs & JeffreyAugust 31, 2018
Castle Investment Solutions LtdOctober 02, 2015
Vision Independent Financial Planning LtdOctober 01, 2015
Arcticstar Limited
Argus Nominee Limited
Castle Investment Solutions Limited
Citywall Nominees Limited
Dean River Asset Management Limited
Laurence Keen Holdings Limited
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Rathbones Group Cybersecurity Score

Cybersecurity ratingPremium dataset

C

77/100

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Rathbones Group Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

50-59

out of 100

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Rathbones Group Online and Social Media Presence

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Rathbones Group News and Updates

Rathbone Brothers assets smash £60bn

Rathbone Brothers have seen their funds under management jump to £60.9bn, the wealth manager confirmed in its quarterly trading update The post Rathbone Brothers assets smash £60bn appeared first on CityAM.

Rathbone Brothers annual funds rise to £50bn

Rathbone’s total funds under management and administration stood at £50.4bn, a 14 per cent inrease on the £44.1bn seen at the end of 2018.

Rathbone Brothers buy Barclays Wealth personal injury business

Rathbone Brothers has said it will buy the personal injury and court of protection business of Barclays Wealth. The wealth and investment manager will acquire the business, which comprises £500m funds under management on behalf of around 600 clients, for an undisclosed sum.

Rathbone Brothers warn of profit margin squeeze

Shares in Rathbone Brothers fell sharply this morning after reporting its profit margin will narrow over the next two-to-three years. Shares in the investment management company were down 8 percent to 2,190p in the morning’s trading, despite an 11 per cent annual increase in third quarter operating…

Rathbone Brothers funds under management rise despite slowing growth

Wealth management firm Rathbone Brothers has reported that funds under management grew to £47.5bn in the first three months of this year, despite weak growth in its Investment Management business. Total funds under management were up 7.7 per cent to £47.5bn from £44.1bn at the end of last year, the…

Rathbone Brothers Plc - 3rd Quarter Results

Third quarter funds under management increased to £47.3 billion following completion of acquisition
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Rathbones Group Frequently Asked Questions

  • When was Rathbones Group founded?

    Rathbones Group was founded in 1742.

  • Who are Rathbones Group key executives?

    Rathbones Group's key executives are Paul Stockton, Catherine Taylor and Jake Wellesley-Smith.

  • How many employees does Rathbones Group have?

    Rathbones Group has 1,645 employees.

  • What is Rathbones Group revenue?

    Latest Rathbones Group annual revenue is £397.1 m.

  • What is Rathbones Group revenue per employee?

    Latest Rathbones Group revenue per employee is £241.4 k.

  • Who are Rathbones Group competitors?

    Competitors of Rathbones Group include Brewin Dolphin, St. James's Place and Quilter.

  • Where is Rathbones Group headquarters?

    Rathbones Group headquarters is located at 8 Finsbury Circus, London.

  • Where are Rathbones Group offices?

    Rathbones Group has offices in London, Aberdeen, Birmingham, Bristol and in 11 other locations.

  • How many offices does Rathbones Group have?

    Rathbones Group has 15 offices.