BpH Wealth Competitors

Helping Europe's financial advisers and wealth managers succeed, with the latest investment research, event updates, practice management tips and CPD-accredited training.

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be the leading global share registrar and transfer agent, offering complementary services to our client base.

At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments. Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients. With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company. Figures as at 30 June 2026.