![]() Rathbones Group Rathbones Group (also known as Rathbone Brothers) is a company that provides individual investment and wealth management services for private clients, charities, trustees, and professional partners. | ![]() St. James's Place St. James's Place is a company providing wealth management solutions from investing for income to retirement planning and protection. | ![]() Quilter Quilter (formerly Old Mutual Wealth Management) is a provider of advice, investments, and wealth management. | ![]() Charles Stanley Charles Stanley (also known as Raymond James Wealth Management Group) is a client investment management firm. | ||
Founding Date | Founding Date 1742 | Founding Date 1762 | Founding Date 1991 | Founding Date 2018 | Founding Date 1792 |
Type | Type Public | Type Subsidiary | Type Public | Type Public | Type Subsidiary |
Tags | |||||
Locations | Locations London, GB HQ Saint Helier, JE Birmingham, GB Bristol, GB Cambridge, GB Chichester, GB Edinburgh, GB see more | Locations Cirencester, GB HQ Hong Kong, HK Dublin, IE Singapore, SG Aberdeen, GB Belfast, GB Borehamwood, GB see more | Locations London, GB HQ Hong Kong, HK Dublin, IE Onchan, IM Singapore, SG Dubai, AE Newcastle Upon Tyne, GB see more | Locations London, GB HQ Aberdeen, GB Bath, GB Belfast, GB Birmingham, GB Bournemouth, GB Cambridge, GB see more | |
Employees | Employees 3,545 | Employees 1,9951% decrease | Employees 3,334 | Employees 3,017 | Employees 8006% decrease |
Valuation ($) | Valuation ($) 2.3 b | Valuation ($) N/A | Valuation ($) 5.9 b | Valuation ($) 2.6 b | Valuation ($) N/A |
Financial | |||||
Revenue (est.) | Revenue (est.) £397.1m (FY, 2020) | Revenue (est.) £404.1m (FY, 2021) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) £171.2m (FY, 2021) |
Cost of goods | Cost of goods £31m (FY, 2020) | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A | Cost of goods N/A |
Gross profit | Gross profit £366.1m (FY, 2020) | Gross profit N/A | Gross profit £30.1b (FY, 2025) | Gross profit £9.2b (FY, 2025) | Gross profit £171.2m (FY, 2021) |
Net income | Net income £26.7m (FY, 2020) | Net income £55.3m (FY, 2021) | Net income £696.7m (FY, 2025) | Net income £120m (FY, 2025) | Net income £10.5m (FY, 2021) |
Operating ⚠ | |||||
Assets Under Management | Assets Under Management £59.2b (H1, 2021) | Assets Under Management £56.9b (FY, 2021) | Assets Under Management £143.8b (H1, 2021) | Assets Under Management N/A | Assets Under Management N/A |
Offices | Offices N/A | Offices 34 (FY, 2020) | Offices N/A | Offices N/A | Offices 27 (H1, 2020) |

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St. James's Place is a company providing wealth management solutions from investing for income to retirement planning and protection.
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Quilter (formerly Old Mutual Wealth Management) is a provider of advice, investments, and wealth management.
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View company