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 and efficient service
The professional and efficient service we have received from Rathbones over many years, particularly from Stephen Hunter and Kindar Brown, has been excellent. They are always available and quick to repond to any of our queries.
September 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Wendy,
Thank you for sharing this positive review of Kindar and Stephen. I'm so pleased that they've been able to combine their respective expertise in financial planning and investing to support you over the years.
Kind regards,
Angus
excellent service
Stephen Hunter and team have looked after my portfolio for many years, and also my wifes before she died a few years ago. Stephen is always available to speak to, and my investments continue to carry on in a very acceptable manner. Always been pleased with the level of service recieved
September 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear David,
Thank you for taking the time to share your experience. We’re pleased Stephen and the team have been able to support you over the years, including through what would have been a terrible time with the loss of your wife.
Best wishes,
Angus
Investing made easy with the help of Stephen Hunter
Stephen Hunter took over from my previous investment manager at Rathbones. He has been very helpful in rationalising the portfolio with helpful constructive advice. Getting in contact when I want to discuss investments has been easy. Having My Rathbones portal has made life easier being paper free.
September 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Robert,
Thank you very much for taking the time to share your experience working with Stephen and using the MyRathbones portal.
Kind regards,
Angus
We have been working with Rathbones for…
We have been working with Rathbones for almost 10 years. The staff are always very responsive, helpful and professional. No request is too big or too small and our portfolio has gone from strength to strength under their management.
September 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Joy,
Thank you very much for entrusting us with your portfolio for over a decade and the positive review of the service our colleagues have provided you.
Best wishes,
Angus
Rathbones
Always found Stephen very approachable and quick to respond with any issues we have had throughout the many years he has worked with us.
September 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Alan,
Thank you very much for taking the time to share your positive experience with Stephen.
Kind regards,
Angus
Rathbones were recommended to me by a …
Rathbones were recommended to me by a trusted colleague. I had previously entrusted my pension investments to a competitor company but was ready to change direction and I’m so glad I made the change to Rathbones.
An introduction meeting in Edinburgh was set up where I met my Rathbones Investment Manager Stephen Hunter. At this time I was impressed by the professionalism and financial integrity displayed. This made it an easy decision to switch the management of my funds to Rathbones.
Rathbones provide regular and detailed financial updates to ensure you are well informed at all times.
What I really appreciate is the ease of communication and personable nature that is displayed by Stephen and his colleagues at Rathbones. Their financial skills and management convince me that I have made a wise and hopefully life long commitment to successful financial planning and investment
September 17, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear John,
Thank you for taking the time to outline the positive experience you’ve had with Stephen and the team in Edinburgh. I’m so pleased your decision to move to us has been such a success and to hear that the easy communications and regular updates are well received.
Best wishes,
Angus
Excellent service
Stephen Hunter & his team have been managing investments for myself for well over 10 years now .
Stephen & his colleagues have expert knowledge of the markets . They are always available if I have any queries, concerns or just want some reassurance especially when markets are experiencing volatility .
I have utmost confidence in their ability to manage my investments & to maximise potential returns on these .
I would not hesitate to recommend Rathbones to anyone seeking help and/or advice with investments.
February 18, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Hi JB,
Thank you for your recommendation and sharing your experience of working with Stephen on your investments for 10+ years.
Kind regards,
Angus
Your money is in good hands
Having confidence that our money is being well looked after by wonderful Stephen Hunter who has looked after our investments for many years and we feel very lucky to be in his kind and capable hands
September 17, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Christopher,
Thank you for taking the time to review us and share the positive experience you’ve had with Stephen over the years.
Best wishes,
Angus
Professional and personal service
I have been an investor with Rathbones for over 10 years and have been very pleased with Stephen Hunter and his team's personal service. They are always swift to respond to any requests and are extremely professional.
September 17, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Hi there,
Thank you for being a client for over 10 years and for sharing the positive experience you’ve had with the personal service from Stephen and the team in Edinburgh.
Kind regards,
Angus
Rathbones (Edinburgh) have been excellent
Rathbones (Edinburgh) have been managing my investments for years. About 9 years ago, Euan MacDonald took over as my investment manager. I wouldn't have thought to review such a service but after a recent meeting, it got me thinking of the excellent service I have been receiving for years.
I am really pleased with how Rathbones actively manage my investments and Euan updates me with what they are doing and why. The expertise and knowledge certainly puts me at ease knowing my investments are in safe hands. They do exactly what is right for me as they take the time to find out what the best investment strategy is for me. Even in volatile economic times over the years for the country, I have never worried as I trust what they are doing and so far so good. Thank you Euan.
September 16, 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Carol,
Thank you for penning about your positive experience of working with Euan and the team in Edinburgh over many years now. It's great to hear of the trust and level of comfort in your working relationship and investments.
Kind regards,
Angus
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