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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See what reviewers are saying
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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Professional, Responsive & Creative
Douglas and Hector have been advising my family and me for many years. We have always received an excellent and creative service with a solid understanding of our needs and objectives. It is good to have an advisor that is prepared to spend the time in discussing one's portfolio and investment strategy. Well recommended.
March 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Simon,
Thank you for your kind feedback. We're pleased to hear that Douglas and Hector have supported you and your family so well over the years, and that their understanding of your needs and objectives has been reflected in the advice you receive. It's great to know you value the time taken to discuss your portfolio and investment strategy, and we appreciate your recommendation.
Best wishes,
Abbey
Mr Keith MacKenzie needs no prompting…
Mr Keith MacKenzie needs no prompting to keep in contact regularly to talk me through my investments and is patient with my many queries. He is honest regarding fees/costs and up front when reviewing investments. This transparency is much appreciated. It is for others to judge on the fees but the service is excellent and personalised based on my attitude to risk assessment. The regular email updates are also welcolmed.
March 11, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Gary,
Thank you for your feedback. We're pleased to hear that Keith keeps in regular contact and takes the time to answer your questions with patience and clarity. It's great to know that his openness around fees, transparent reviews and personalised approach to risk have been so valued, along with the regular updates you receive. Keith will be delighted to hear your feedback!
Kind regards,
Abbey
Many thanks to Keith MacKenzie and…
Many thanks to Keith MacKenzie and Rathbones for looking after my father's pension so well. In our recent meeting with Keith he was friendly, informative, and provided clarity and support in our decision making.
March 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Tabitha,
Thank you for your kind feedback. We're pleased to hear that Keith has provided clear, supportive advice and helped guide your decision-making around your father's pension. It's great to know you found the recent meeting informative and reassuring, and we appreciate your trust in Rathbones.
Best wishes,
Abbey
Good people and trustworthy!
We have worked with Ross Middleton from Rathbones now for over 15 years. He’s a great guy, always at the end of the phone, and most importantly, makes sound money management decisions. Would highly recommend!
March 17, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Will,
Thank you for your kind review. We're pleased to hear about your long-standing relationship with Ross and that his availability and sound approach to managing your investments have given you confidence over the years. Your recommendation is very much appreciated - and Ross will be happy to hear your feedback!
Best wishes,
Abbey
A personalized and supportive service
Rathbones (and Alison Maillardet- O Niell in particular) have been successfully managing our investments over recent years. Alison has done so with care, understanding and professionalism. Our circumstances and needs are listened to and our funds managed accordingly to give a well balanced portfolio to meet our particular requirements. We're kept regularly informed along the way and feel we've been well advised and supported. I'm happy to recommend Rathbones.
March 11, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Jamie,
Thank you for your kind review. We’re pleased to hear that Alison has managed your investments with care and professionalism, and that your circumstances and priorities have been carefully listened to. It’s great to know you’ve felt well informed and supported, and that your portfolio has been managed to suit your individual needs. Alison will delighted to hear your feedback - and we appreciate your recommendation, too.
Best wishes,
Abbey
Rathbone and Stephen Hunter
I’ve had the pleasure of working with Stephen hunter for some 15 years. The performance has been great, but more importantly Stephen has kept me informed regularly with easy to understand statistics.
February 27, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Anthony,
Thank you for taking the time to leave us a review. It's great to hear that you have worked with Stephen for 15 years, and that he has kept you informed regularly with easy to understand statistics - he will be delighted to hear your feedback!
Best wishes,
Abbey
We have learned an enormous amount from…
We have learned an enormous amount from Laura, both at Investec and Rathbones. Laura is our go-to consultant when the market is looking either over-exuberant or in difficulties. We find Laura very grounded in taking a long term look at our investments. We also are delighted with the new website provided by Rathbones. It is laid out in a clear to understand manner.
February 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Joe,
Thank you for taking the time to share your experience. We're delighted to hear how much value you've gained from working with Laura. It's great to know that her grounded, long-term perspective has been reassuring during different market conditions, and that you continue to see her as a trusted source of guidance. We're also pleased that you've found the new Rathbones website clear and easy to use!
Best wishes,
Abbey
Ross Middleton has been looking after…
Ross Middleton has been looking after my late husband and my portfolio for many years and has always been extremely helpful and given us good advice on everything and always explains everything so well. Many thanks to Rathbones and Ross.
February 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Peta,
Thank you for sharing your experience. We're very pleased to hear that Ross has supported both you and your late husband so thoughtfully over the years. It's reassuring to that his clear explanations, helpful advice, and consistent approach have made a positive difference, and that you've felt well supported throughout.
Best wishes,
Abbey
Very Satisfied Customer
Ironically 'Trust' is exactly the right word here : it is what you need when making financial decisions.For over thirty years Laura Lambie - previously Investec, has provided sensible and understandable advice and support.
Our confidence is unchanged under Rathbones and we enjoy the regular updates and insights available.
February 18, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mrs McDougall,
Thank you for sharing your experience. We're delighted to hear that Laura has provided clear and supportive guidance for so many years. It's also reassuring to know that your confidence has continued under Rathbones, and that the regular updates and insights have been valuable to you.
Best wishes,
Abbey
Two satisfied customers
Rathbones has managed our portfolios for over twenty years, most of that time with Keith MacKenzie as our Investment Manager. We have consistently received reviews, updates and guidance from the Rathbones team, and from Keith in particular, during that time. We appreciate his sensitive, friendly and open approach, and value his clear and detailed explanations of current market trends. This approach gives us confidence in the way Rathbones have managed our portfolios so far, and will continue to do so.
February 16, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Keith,
Thank you for taking the time to share your experience. We're delighted to hear that you've been with Rathbones for over 20 years, and that Keith's support has been such a consistent and positive part of that journey. It's great to know that his sensitive, friendly and open approach - alongside his clear explanations of market trends - has helped you feel confident in how your portfolios are managed.
Best wishes,
Abbey
Highly Professional
My contact Keith as well as being highly proficient at his job, always takes the time to explain things in a way which is easy to understand. Our meetings are always constructive and his experience is not in doubt. Would highly recommend Rathbones if you are looking around for good professionals to invest your money.
February 5, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Consumer,
Thank you for taking the time to share your experience. We're very pleased to hear that your contact, Keith, has been both highly proficient and clear in his explanations, helping ensure your meetings are both constructive and easy to follow. It's great to know his experience and approach have given you confidence in how your investments are managed.
Best wishes,
Abbey
Highly recommended
I have personal investments and Trust funds managed by Justin Armet of Rathbones. He inspires confidence as a portfolio manager, he explains investments clearly in our meetings, and he or his colleagues are always available on email. My Rathbones investments have performed very well.
January 29, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Prof Godfrey,
Thank you for sharing your experience. We're delighted to hear that your portfolio has been well supported by Justin. It's wonderful to know that his clear explanations, consistent availability and careful management have given you confidence - and that your portfolio has performed so well.
Best wishes,
Abbey
Professional investment advice
We were looking for an investment management company that would manage our portfolio with respect to providing income and growth. This Rathbones and our portfolio manager (Justin Armet) has provided extremely satisfactorily over about 15 years
January 30, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear John,
Thank you for sharing your experience. We're delighted to hear that Rathbones - and your portfolio manager, Justin - have been able to meet your needs over the past 15 years. It's wonderful to know that his diligence and support have given you confidence throughout that time.
Best wishes,
Abbey
Rathbone's has done extremely good work
Justin Armet at Rathbones has supervised my investments for many years, and also looked after my father's until his death in August 2024. Thanks to his care my savings and my share of the inheritance added up to enough for me to buy a new home outright, giving me a fresh start in life with no burden of debt.
January 21, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mr King,
Thank you for sharing your experience. We're pleased to hear that Justin has been able to support your investments over many years, and that his work also helped your father. It's incredibly meaningful to know that his care contributed to giving you the fresh start you describe, and we're glad the outcome has been so positive for you.
Best wishes,
Abbey
Keith MacKenzie at Rathbones Highly Recommended
Keith MacKenzie at Rathbones managed my husband's SIPP for many years, always efficient and approachable. After my husband's passing Keith was very supportive, guiding me with kindness & patience.
Since then he has always been available to answer queries, has managed my investments with care, giving sensible advice and regular updates.
Keith's professional and friendly approach is first class and I know I am in safe hands.
January 19, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Hushaway,
Thank you for sharing your experience with Keith and the team. We're delighted to hear that Keith has been supportive with kindness and patience at a difficult time. It's also great to hear that he remains available to answer queries, provides sensible advice with regular updates, and that you feel in safe hands.
Best wishes,
Abbey
A Stockbroker who I can understand!
I have dealt with Justin Armet and his team for the past 20 or so years, and my Mother before that. I find them very efficient and frankly he is the only stockbroker I have had that I understand and who can explains things clearly and concisely. My shares have done well over the years and I can't recommend them highly enough.
January 15, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear E Muir,
Thank you for taking the time to leave your valued feedback, and for the confidence you've placed in Justin and the team over the past two decades. We're pleased to hear that Justin's clear, straightforward, explanations have been helpful and that you and your mother have felt well looked after.
Best wishes,
Abbey
Stephen Hunter and his team at…
Stephen Hunter and his team at Rathbones have looked after my investments and SIPP for over 14 years. I receive great service in a professional yet friendly way with excellent results. I receive regular updates and Stephen is readily contactable to discuss/explain either by phone, email or in person. I feel confident that my investments are in good hands so can highly recommend.
January 7, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Nicki,
Thank you for sharing your experience over the past 14 years. We're delighted to hear that Stephen and his team have provided a great service in a professional yet friendly way, with excellent results. It's great to know that the regular updates and Stephen's availability - whether by phone, email, or in person - gives you confidence that your investments are in good hands. Stephen and the team will be delighted to hear your kind feedback!
Best wishes,
Abbey
EIGHT YEARS WITH RATHBONES
Things continue to progress well with my investments and I'm very happy with Stephen and his team's work.
Happy that I receive regular updates in an easy to understand format and that communication channels are available to me as required.
Great service all round. Highly recommend.
Svetlana
January 5, 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Svetlana,
Thank you for sharing your experience. We're delighted to hear that things continue to progress well with your investments and that Stephen and his team's work has met your expectations - they'll be thrilled with your feedback! It's great to know the regular updates are clear and easy to understand, and that communication channels are available whenever you need them.
Best wishes,
Abbey
Keith MacKenzie has been handling our…
Keith MacKenzie has been handling our affairs for several years and we have been very pleased with the performance of our portfolio. We appreciate the time he takes to explain our position and his pleasant and accommodating manner
December 15, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear John,
Thank you for taking the time to leave us your feedback. It’s great to hear that Keith has been handling your portfolio very well over the years — Keith will be so happy to hear your feedback!
Best wishes,
Abbey
Justin Armet at Rathbones has been…
Justin Armet at Rathbones has been looking after our family investments over a couple of generations. It is a very personalised service and I welcome the face to face meetings with easy to understand explanations. It has remained the same service, even in the face of mergers and a change of office! Thanks.
December 15, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear customer,
Thank you for your kind feedback. It’s great to hear Justin has provided a very personalised service — he will be delighted with your feedback!
Best wishes,
Abbey
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