We find Douglas Spence and Hector Falconer at Rathbones excellent at looking after our wealth. Our funds have been managed by Douglas for 8 years and Hector for 5 years. We meet regularly with Dougla... See more
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My husband and I have been with Rathbones and Simon Dewar for many, many years. His clear explanation of complex economic and financial matters gives us confidence in our investment choices. He answe... See more
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My wife and I have been helped by Simon and his team for over 15 years. The service over this period has been faultless. The investment strategies have performed exceptionally across all economic envi... See more
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Simon and his team have looked after us for many years. Their advice has been and continues to be invaluable. They were also there for us during a very challenging period for us. We will continue to s... See more
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Company details
Written by the company
Rathbones provide 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 services
Written by the company
- 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.
Contact info
10 George Street, EH2 2PF, Edinburgh, United Kingdom
- 0131 228 7490
4.9
Excellent
92 reviews
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Rathbones Service
We find Douglas Spence and Hector Falconer at Rathbones excellent at looking after our wealth. Our funds have been managed by Douglas for 8 years and Hector for 5 years. We meet regularly with Douglas and Hector and receive clear, informative communication on an ongoing basis. We feel they offer great professionalism and are very well informed on their subject. Rathbones large team of Investment Analysts ensures we benefit from a well-chosen portfolio.
May 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Alan & Cheryl,
Thank you for your kind feedback. We're pleased to hear that Douglas and Hector have provided such strong and professional support in managing your wealth, along with clear and informative communication. It's great to know that the wider investment team has also played a valuable role in delivering a well-considered portfolio. We really appreciate your trust in Rathbones.
Best wishes,
Abbey
With Rathbones you are in safe hands
I have been looked after my Justin Armet since he began at Rathbones. He has looked after my portfolio from before he was at Rathbones and Rathbones and Justin have done well for me for many years.
May 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Gordon,
Thank you for taking the time to leave your kind feedback. We're pleased to hear about the long-standing relationship you've had with Justin and the confidence you've placed in his guidance over many years. It's great to know that his support, both before and during his time at Rathbones, has continued to meet your expectations. We really appreciate your trust and your recommendation.
Kind regards,
Abbey
Excellent and personal service
My husband and I have been with Rathbones and Simon Dewar for many, many years. His clear explanation of complex economic and financial matters gives us confidence in our investment choices. He answers any query promptly, is really personable, and we feel very comfortable with all his advice. Aside from that, our investments have performed very well under his guidance, which of course is hugely important. Communication is regular, which is not the case with other investment firms, so we never feel like we've been abandoned after investing. I doubt we could have chosen better than Rathbones and Simon.
May 11, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Cheryl,
Thank you for your kind and thoughtful feedback. We're delighted to hear that Simon and his team have supported you so well over many years, and that his clear explanations and approachable manner have given you confidence in your investment decisions. It's great to know that the regular communication and responsiveness have made you feel well looked after throughout, and we very much appreciate your trust and recommendation.
Best wishes,
Abbey
Excellent service all round
Simon Dewar has been looking after us and our investment portfolio for over a decade now. Whether at face-to-face meetings or via email, he's always responsive and helpful, clearly explaining options and making suggestions that guide us to decisions that have worked well for us and our family.
We also really appreciate the added extras we get from Rathbones - from the app (really easy to use and track performance), the regular market commentaries and invitations to events from investment webinars to art exhibitions.
Since being with Rathbones we haven't just seen our portfolio grow in the way we wanted, but also gained a better understanding of investment strategies and how to navigate challenging geo-political and economic times. Can highly recommend.
May 12, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Olivia,
Thank you for your kind and thoughtful feedback. We're pleased to hear that Simon has supported you so well over the years, providing clear, helpful guidance both in person and through regular communication. It's great to know that the wider Rathbones offering - including the app, market insights and events - has added to your understanding and confidence in managing your investments. We very much appreciate your recommendation.
Best wishes,
Abbey
Safe and reliable
Rathbones have been managing my SIPP since 2007 with Simon Dewar from the Edinburgh office having responsibility for its management for most of that time. It I had to choose a few words to describe my experience of the Rathbones service, I would talk about it being safe and reliable. From what I observe, they are not speculative but are looking for steady growth whilst trying to avoid excessive dips when the market drops. I have always found Simon very approachable and very willing to meet up in London to discuss the performance of my investments. Earlier this year, I decided to make small cash gifts to my two daughters. Simon was happy to arrange the necessary liquidation of assets and the whole process progressed very smoothly.
May 15, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Peter,
Thank you for your thoughtful feedback. We're pleased to hear that Simon has provided such consistent, reliable support in managing your SIPP over many years, with a steady, measured approach. It's great to know that his approachable manner and willingness to meet and discuss your investments have been valuable, and that more recent transactions have been handled smoothly and efficiently. We very much appreciate your trust in Rathbones.
Kind regards,
Abbey
My wife and I have been clients of Rathbones…
My wife and I have been clients of Rathbones for over 20 years. Simon Dewar and Kindar Brown have been our contacts and have done an excellent job looking after our diverse portfolios.
The level of service provided has been tailored to our specific requirements and has resulted in very good results. As important, on a few occasions, when specific portfolio results were not per expectation, Simon was the first to take proactive remedial action. The weekly Rathbones Digest newsletters and the ad-hoc Rathbones webcasts are excellent and keeps me informed of investment trends.
May 14, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mr Mannering,
Thank you for your feedback. We're pleased to hear that your experience with Stephen was both professional and easy to follow, particularly in making more complex investment matters clear and accessible. It's great to know you found the service straightforward and helpful, and we really appreciate you taking the time to share your thoughts.
Best wishes,
Abbey
My wife and I have been helped by Simon…
My wife and I have been helped by Simon and his team for over 15 years. The service over this period has been faultless. The investment strategies have performed exceptionally across all economic environments, and Simon has always been responsive to any request. What I value most about him though is his judgment, he listens carefully, does proper research and always comes up with an imaginative and effective solution. He is a great communicator and totally decent guy. Strongly recommend.
May 14, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Gareth,
Thank you for your kind and thoughtful feedback. We're delighted to hear that Simon and his team have supported you so well over the past 15 years, and that their guidance has consistently delivered both reassurance and confidence in managing your investments. It's great to know that Simon's considered judgement, clear communication, and ability to find effective solutions have made such a positive difference. We very much appreciate your strong recommendation.
Best wishes,
Abbey
Looooong time with Laura
Looooong time with Laura, two decades and more.
All spot on.
May 14, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Russell,
Thank you for your feedback. We're delighted to hear about your long-standing relationship with Laura and that the service has continued to meet your expectations over so many years. It's great to know everything has been consistently spot on, and we really appreciate your trust in the Rathbones team.
Kind regards,
Abbey
Simon Dewar and team. Client experience.
Simon and his team have looked after us for many years. Their advice has been and continues to be invaluable. They were also there for us during a very challenging period for us. We will continue to support them just have supported us.
May 14, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Gavin,
Thank you for your kind feedback. We're delighted to hear that Simon and his team have supported you so well over many years, and that their guidance has continued to be so valuable. It's especially important to us that clients feel well supported during more challenging periods, and we're glad the team was there for you when it mattered most. We really appreciate your trust and ongoing support.
Best wishes,
Abbey
Rathbones Edinburgh - Simon Dewar
Over ten years ago we were looking for a more personal investment service to look after our multiple pension pots and other investments we'd held for some years.
Simon Dewar gave us the confidence to invest with Rathbones and now have a managed portfolio that has continued to perform over the last few years. Even though Simon now runs the Edinburgh office, we meet him regularly to discuss the global financial situation and ensure that the portfolio still meets our needs.
It has been a very good relationship for us.
May 14, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Paul,
Thank you for your kind feedback. We're pleased to hear that Simon's guidance gave you confidence at the outset, and that your managed portfolio has continued to meet your needs over time. It's great to know that regular, thoughtful discussions around the global financial environment have helped ensure your investments remain aligned with your objectives. We very much value the long-standing relationship and are glad it has worked so well for you.
Best wishes,
Abbey
Expert Advice and Service
We have been expertly advised by Paul Mefford from the Rathbones (formerly Investec Wealth & Investment) Edinburgh office for many years. Paul and his team particularly Ciaran Liddy and Vivienne Murdoch take great care to understand client requirements and tailor the service accordingly.
May 12, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Karen,
Thank you for your kind feedback. We're delighted to hear that Paula and the Edinburgh team have supported you so well over many years, and that the time taken to understand your individual requirements has been reflected in the service you receive. It's great to know that Paul, along with Ciaran and Vivienne, continue to provide thoughtful, tailored guidance you can rely on. We really appreciate your trust in Rathbones.
Best wishes,
Abbey
strong and senior human interaction
strong and senior human interaction - with a clear director-lead
Justin Armet is a very senior and diligent director-lead
May 1, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Matthew,
Thank you for your feedback. We're pleased to hear that the senior, director-led approach and strong personal engagement stood out, and that Justin's diligence and leadership have given you confidence. Providing clear direction and experienced oversight is something we place great importance on, and we appreciate you taking the time to share your thoughts.
Best wishes,
Abbey
We have been lucky enough to use Paul…
We have been lucky enough to use Paul Mefford from the Rathbones (formerly Investec Wealth & Investment) Edinburgh office for many years. Paul and his friendly and efficient team (particularly Ciaran Liddy and Vivienne Murdoch) can always be relied upon to provide excellent, timely advice and service in a polite and friendly manner. We have had no reservations at all in recommending him to numerous family members and friends and are sure we shall continue to do so in the future.
April 21, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Geoff,
Thank you for your kind feedback. We're delighted to hear about your long-standing relationship with Paul and the Edinburgh team, and that the service and advice you've received over the years have been so consistently high. It's great to know that Paul, along with Ciaran and Vivienne, have provided such timely, friendly and reliable support. We really appreciate your continued recommendations to family and friends.
Best wishes,
Abbey
Meeting with Stephen Hunter and Euan…
Meeting with Stephen Hunter and Euan Macdonald has provided my wife and I tremendous reassurance. We both feel that Stephen and Euan are caring professionals who are truly putting our needs first. From the moment of the meeting onwards I have had a great sense of freedom, security and freed-up mental capacity by passing on my long term investment portfolio decisions to their capable hands. I strongly recommend their services to anyone looking for a secure and trusted investment team. Friendly, kind, professional, reassuring.
March 26, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Iam,
Thank you for sharing your experience. We're delighted to hear that your meeting with Stephen and Euan provided such reassurance and confidence, and that placing your long-term investment decisions in their care has given you a real sense of security and peace of mind. It's great to know you've felt genuinely supported by their friendly, professional and thoughtful approach.
Best wishes,
Abbey
Amazing service looked after my…
Amazing service looked after my finances for years I would highly recommend all the staff especially Ross Middleton
April 30, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mrs McVittie,
Thank you for your kind feedback. We're pleased to hear that you've been well supported over the years and that the service provided has consistently met your expectations. It's great to know you'd recommend the team, and we really appreciate you taking the time to share your experience.
Best wishes,
Abbey
Ross Middleton has been incredibly…
Ross Middleton has been incredibly attentive to my personal needs and has always been on hand to chat circumstances through. Professional, polite and efficient in all he does. Would recommend highly.
April 30, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Joe,
Thank you for your kind feedback. We're pleased to hear that Ross has taken such care to understand your personal circumstances and has always been available to talk things through. It's great to know that his professional, polite and efficient approach has given you confidence and reassurance. We very much appreciate your recommendation!
Kind regards,
Abbey
Estate advice
I rang Stephen Hunter to get advice on my mother's estate. I felt like I was talking to a dear friend who has known my family over the years. He gave his opinion and it was so nice to hear that I am doing ok with everything and to keep going. Sometimes a friendly voice giving reassurance is just what is needed
April 27, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Lish,
Thank you for sharing your experience. We're pleased to hear that your conversation with Stephen provided both clear guidance and much-needed reassurance at an important time. Being able to offer calm, thoughtful support - and taking the time to listen - is something we place great value on, and we're delighted to know this made a difference for you.
Best wishes,
Abbey
Many years with Ross Middleton
My wife and I have looked to Ross Middleton as our financial adviser over more than a dozen years, following him as his employing company has changed. We have always found him both helpful and well informed and reassured by his memory of such issues as my health. Each year we are clear about our financial position and happy that we have agreed our concerns and expectations for the management of our funds over the coming year.
April 28, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Matthew,
Thank you for taking the time to share your thoughtful feedback. We're pleased to hear about your long-standing relationship with Ross and that his knowledgeable, attentive approach has continued to provide reassurance over the years. It's great to know that the time taken to understand your personal circumstances and to review your position regularly has helped you feel clear and confident about the management of your finances. We really appreciate your trust in Rathbones.
Kind regards,
Abbey
Wonderful service at Rathbones
My family and I have known Alison Maillardet-O’Neill for a number of years now. Over that time, Alison has made a conscious effort to create a deep understanding of our family’s circumstances and priorities. She is professional, attentive, and highly communicative. She is always willing to explain things in greater detail, answer any questions, and make sure we feel informed and comfortable with every decision. What stands out most is her genuine commitment to acting in our best interest. Having that level of trust and continuity means a great deal. It gives real confidence and peace of mind that things are being managed carefully and thoughtfully. I would highly recommend Alison and her Rathbones team!
April 27, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Kathryn,
Thank you for your thoughtful review. We're pleased to hear how well Alison has supported your family over the years, taking the time to understand your circumstances and priorities. It's great to know that her clear communication, attentiveness and commitment to acting in your best interests have given you confidence and reassurance. We really appreciate your trust in Alison and the wider Rathbones team - they will be delighted to hear your feedback!
Best wishes,
Abbey
Rathbones Experience to Date
I've found everyone I have dealt with at Rathbones - be it fund manager, admin, IT support - to be polite, professional and reliable. A big plus point for me is that, should follow-ups be required, I am kept up-to-date on their progress. I deal mainly with Iain Curríe and his team and I have always had the impression that they have time not only to answer my queries, but also to offer advice as to a possible alternative approach. I also particularly appreciated help recently with a couple of technical issues (one docusign, one login).
April 16, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mrs Ruthven,
Thank you for your kind feedback. We're pleased to hear that your experience across the Rathbones team - from investment management to administration and IT support - has been consistently professional and reliable. It's great to know that follow-ups have been handled clearly and that you've felt informed throughout. I'm also glad that Iain and his team have taken the time not only to answer queries, but to discuss alternative approaches when helpful, and that the recent technical support was resolved smoothly. We really appreciate you taking the time to share your experience.
Best wishes,
Abbey
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