Samantha Boyd We contacted/came to Rathbones because Samantha Boyd was recommended to us. Samantha and her team have been very professional, friendly, attentive and always approachable, even at l... Toon meer
Bedrijf heeft geantwoord
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Lees wat reviewers zeggen
We came to Rathbones 4 years ago and couldn't be happier with Sam Boyd and Alex Wren. Sam and Alex have been incredibly personable and attentive and have always taken the time to fully explain their s... Toon meer
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William and his team are absolutely first rate and I’d recommend them to anyone. I’m not an especially trusting person… I take a while so that I can see people in action of a good period of time and... Toon meer
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Bob has managed our investments for over a decade and that of our parents. We have received consistent, steady and reliable advice throughout a very turbulent time. Always on hand from every early in... Toon meer
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Bedrijfsgegevens
Geschreven door het bedrijf
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
Geschreven door het bedrijf
- 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.
Contactgegevens
30 Gresham Street, EC2V 7QN, London, Verenigd Koninkrijk
- 0207 597 9023
Visit our website to find out more
4,8
Uitstekend
53 reviews
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Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Sam Lippiatt Durnell
We moved to Rathbones a year ago and are very happy with the service and performance. We have dealt with Sam for over ten years and would recommend him very highly. His expertise and knowledge of the financial markets is invaluable.
19 januari 2026
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Calvin,
Thank you for sharing your experience over the past year with Rathbones. We're very pleased to hear you're happy with both the service and performance. It's also great to know you've worked with Sam for over a decade and that his expertise and knowledge of the markets have been invaluable - he will be very happy to hear this!
Best wishes,
Abbey
Recent switch to Rathbones.
We have recently switched to Rathbones and are being looked after by Sam Lippiatt Durnell. We are very pleased with how our investments are progressing, the level of professionalism and very importantly to us the clear and open lines of communication.
19 januari 2026
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear J Brown,
Thank you for sharing your experience. We're delighted to hear that you're being well supported by Sam. It's also great to know that you're happy with how your investments are progressing, and that the professionalism and clear communication you've received have made a positive difference.
Best wishes,
Abbey
Excellent Customer service and Performance .
As a financial adviser (now retired) I had worked with both Rathbones and with Matthew Fry for many years. When Matthew said he was moving to Rathbones I was delighted to move my portfolio with him. Rathbones and Matthew provide excellent client support and their online client portal enables me to review my portfolio on a regular basis with detailed supporting information. Matthew has proven his expertise as an Investment Professional, achieving excellent performance through good stock selection and continuous management of the assets. I have received both a rising income and capital growth from my SIPP over the past two years with which I am highly delighted. I would recommend Matthew Fry and Rathbones without reservation.
16 januari 2026
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Mr Sanders,
Thank you for sharing your experience and for the confidence in Matthew and Rathbones over many years. We're pleased to hear that the move to Rathbones felt straightforward and that the online client portal helps you review your portfolio with the level of detail you need. Matthew and the team will be happy to hear your feedback!
Best wishes,
Abbey
Professional to the enth degree
My family has been dealing with Rathbones across 2 generations and over many years. Throughout this time we have nothing but praise for their total professionalism, approachability and honesty. We have no hesitation in recommending this company to manage a portfolio.
15 januari 2026
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Sue,
Thank you for sharing your experience with us. We're delighted to hear that across two generations you've found us professional, approachable, and honest. It means a great deal to know you would recommend us to manage a portfolio.
Best wishes,
Abbey
Matthew Fry
I have had the pleasure of working with Matthew Fry for some time now and have found him to be professional at all times. He has displayed knowledge of financial markets and instruments etc and we have discussed how these might complement my portfolio. I would have no hesitation in recommending Matt and Rathbones.
12 januari 2026
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Hugo,
Thank you for taking the time to share your experience. We're delighted to hear that Matthew has provided professional support and clear, knowledgeable discussions on how different markets and instruments can complement your portfolio. It's great to know you feel confident in his guidance - and he will be delighted to hear this!
Best wishes,
Abbey
Poor performance and service
In investment performance terms, wasted 6 years with below inflation returns - i.e. they lost me money. One would think that they would compensate this with service standards but this was also underwhelming and, at times, shocking. With so many wealth managers out there, I would advise you to shop elsewhere.
27 oktober 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear ddmr,
We're sorry to hear your experience with investment performance and our service did not meet your expectations. We have requested a bit more information from you via Trustpilot, but if you prefer, you can also contact us at online-reviews@rathbones.com.
Kind regards,
Abbey
2019 the year we found a company we could trust
After some absolutely awful and costly experiences with a combination of financial advisors and investment managers, in 2019 we were introduced to Stuart Furzer of Rathbones. We just wish we had known Stuart and the company Rathbones earlier, their professionalism, honesty, and reliability is just excellent. They are an absolute pleasure to work with and we would recommend them whole heartedly to anybody who wants a personal and professional investment manager.
16 oktober 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Peter,
Thank you for sharing your experience. We’re delighted to hear that Stuart’s professionalism and integrity have restored your confidence and made working with Rathbones such a positive experience.
Kind regards,
Angus
We appointed Rathbones as our financial…
We appointed Rathbones as our financial advisers a couple of years ago after beauty parading a number of firms and supported by some strong personal recommendations - our team is David Nelson and Bob Szechenyi. We are really pleased - they work well as a team and are well supported by their teams. The service is responsive and personal and the advice is sensible and pragmatic and tailored to our needs.
16 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Mr Scott,
Thank you for sharing your experience working with Bob and David. It's great to hear their combined expertise in investment management and financial planning is delivering such positive result for you.
Kind regards,
Angus
High quality investment advise
I am a business owner and have dealt with Bob Szechenyi and his team for over 20 years. When I have exited my businesses they have invested my proceeds in a efficient and highly successful manner. I would highly recommend Bob to any entrepreneur selling their businesses.
12 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Mike,
It's great to hear you've had such a great working relationship with Bob for two decades and counting. Thank you for the recommendation.
Best wishes,
Angus
Recommending Rathbones
I have used Rathbones London for a number of years and cannot praise them highly enough. Stuart Furzer and his colleagues provide an extremely professional and friendly service. Stuart’s expertise is invaluable and I would not hesitate to recommend him and Rathbones to family and friends.
11 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Katie,
Thank you very much for your high praise of Stuart and the team in London, and the recommendations you’ve made.
Best wishes,
Angus
Robert Szechenyi at Rathbone's
Robert Szechenyi and his team at Rathbone's have managed my investment portfolio for several years now with some success, Always easy and helpful to deal with, and with their finger on the pulse of what markets are doing, I couldn't recommend them more strongly
11 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Jonathan,
Thank you very much for your recommendation of Bob and the team.
Kind regards,
Angus
First Class Service From Bob Szechenyi
I have had the pleasure of working with Bob Szechenyi at Rathbones for many years. I have always found Bob to be very engaging, informative and knowledgeable in all aspects of financial markets, and highly recommend him as a wealth manager.
11 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Nicholas,
Thank you for penning this review about your time working with Bob and the team. It's great to hear it's been a fruitful long-term relationship.
Kind regards,
Angus
Exceptional Service
I have been a client of Bob Szechenyi, at the London office, for over 20 years. He is a senior director with Rathbones and he and his team have always provided me with an exceptional service and performance. I have recommended him to numerous clients, all of whom are very satisfied.
11 september 2025
Review zonder uitnodiging
Antwoord van Rathbones - London
Dear Maureen,
It's great to hear about the excellent service you've had from Bob and our London team over a 20+ year period. We greatly appreciate the recommendations you've made, including here on Trustpilot.
Kind regards,
Angus
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