Rathbones Group Plc and Investec Wealth & Investment (UK and Channel Islands) have joined forces to create the UK’s leading discretionary wealth manager. This strategic combination was formally completed in September 2023, bringing together two established and highly trusted wealth management businesses. The unified organisation—operating as Rathbones and incorporating Investec Wealth & Investment as a trading name—serves private individuals, families, charities, financial advisers, and institutional clients, with more than £104billion in assets under management as of March 2025.

Clients benefit from a richer and deeper investment process, leveraging Rathbones’ long-standing investment management heritage and risk framework, that is now further enhanced by Investec’s award-winning client service and technology. The new group provides tailored discretionary investment management, active model portfolio services, financial planning, tax advice, trust and company management, banking, and charity investment advice. With over 3,500 professionals across the UK and Channel Islands, the enlarged group delivers personal, face-to-face service, a broad range of market-leading solutions, and active portfolio management. Additionally, the significant scale of the combined business underpins sustained investment in technology and high-quality client outcomes, offering choice, control, and stability to clients across all stages of their wealth journey.