Rathbones Financial Planning Divisional Lead Rebecca Williams explores how flexibility, diversification, and regular planning reviews help long-term investors and families protect their wealth through changing times.
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Rebecca Williams, Rathbones Financial Planning Divisional Lead, explores how flexibility, diversification and regular planning reviews can help long-term investors and f…
Company
Rathbones
Invest well. Live well.
- Industry
- Financial Services
- Location
- London, GB
- Company size
- 1,001–5,000 employees
About Rathbones
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. In business since 1742. A FTSE 250 listed company. Managing more than £113 billion* for our clients. 20+ offices throughout the UK and Jersey. *Funds under management at 30 September 2025.
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Latest activity from Rathbones
62 signals
People
Rathbones is offering applications for the 2027 Graduate Academy program starting on Monday 14 September 2026.
Research & Knowledge
Rathbones published a report titled The Family Funding Gap exploring how rising education costs are changing financial decisions across generations and why a joined-up approach to education funding, retirement planning and estate planning matters more than ever.
Legal & Regulatory
Rathbones reported that Chris Rokos, one of Britain’s highest individual taxpayers, left the UK for Greece following his tax payment of around £330 million last year.
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