I have been a client with Rathbones since the merger with Speirs and Jeffrey. Mark Cowan continues to look after my portfolio and I have been very pleased with the results both in terms of capital g... See more

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I have been a client with Rathbones since the successful merger with Spiers and Jeffrey who I had used for many years beforehand. Angela Smith manages all my investment portfolios. I find Angela extr... See more
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We have been clients of Rathbones for over a decade, and with Spiers & Jeffrey even before that. In all those years our portfolio has been managed by Michael Daly who, despite turbulent world events a... See more
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Very good support from Stephen Hall and his team. Appreciated the tracking to benchmarks each quarter and the recent performance trends. Had a wonderful evening at Edinburgh Castle, and looked after... See more
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Company details
Written by the company
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners across the UK. We are a long-established UK wealth manager, trusted for generations to help clients manage, protect, and preserve their wealth. Our clients value the personal, long-term relationships we build. We take the time to understand individual circumstances, goals and priorities, and provide a tailored service designed to support clients at every stage of their financial journey. This includes working closely with individuals and families, as well as supporting charities and professional partners with their investment and governance needs. As an independently minded business, we are committed to acting in our clients' best interests and maintaining the highest standards of integrity and care. Many of our relationships span generations, reflecting the trust our clients place in us over the long term. If you would like to know more about Rathbones and how we support our clients, you can visit our website for further information.
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
George House, 50 George Square, G2 1EH, Glasgow, United Kingdom
- 0141 333 9323
Visit our website to find out more
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I have been a client of Rathbones for several years.
I've been a client of Rathbones for a number of years and have always been very happy with the service for my family and myself. I feel there is an honesty with the service. In particular my Financial Advisor Stephen Hall from the Glasgow office gives me excellent help without patronising me in any way. If I require to speak to him and he's busy he comes back to me very quickly. Any other members of staff I've spoken with too have always been helpful. I have already recommended two friends to the company and wouldn't hesitate to do so again.

Reply from Rathbones - Glasgow
I have been with Angus Kerr for over 20…
I have been with Angus Kerr for over 20 years and have always been extremely satisfied with the service provided.

Reply from Rathbones - Glasgow
Very pleased with the service I have…
Very pleased with the service I have been receiving from Rathbones. The staff are always very friendly, knowledgeable and efficient. If there are any questions they are always happy to help.

Reply from Rathbones - Glasgow
Rathbones Glasgow
We originally used S&J in Glasgow for our investments, they were then taken over by Rathbones which initially we were a little apprehensive about . We have been extremely happy with how Angela Smith has handled our portfolio and us! She is very personable and helps us to feel confident that she is acting in our best interest.
We would certainly recommend Rathbones in Glasgow

Reply from Rathbones - Glasgow
Good Communication and Advice
We were clients of S&J and it's good to see the same good service under the Rathbones name but with greater possibilities for investment research. Adam Drummond and Ellie Marshall are very approachable, communicate well and are happy to meet us to discuss strategy. We feel they have a good understanding of our requirements and those of our family.

Reply from Rathbones - Glasgow
Looking forward to the future with confidence
We were long-standing clients of Speirs & Jeffrey and were delighted to find that the excellent service they provided has continued and developed after the firm joined with Rathbones.
Alistair Crichton is an excellent adviser and he knows precisely what standards S&J clients expect. He always meets these standards. These are the high standards of service which Rathbones demand for clients. Alistair has been competent, careful and considered in all the advice he has given us over several years. He keeps himself fully abreast of what is happening in the ever more complicated and fast moving world of finance. As a result our portfolios have grown pleasingly. Moreover, he is a thoroughly good and pleasant man to deal with and never fails to keep in touch.So we look forward to the future with confidence.

Reply from Rathbones - Glasgow
Prior to its merger with Rathbones
Prior to its merger with Rathbones, we were with S and J for many years and then as now Mark was our friendly and professional contact. We have really benefited from Mark’s careful and analytical investment advice over the years and it is good to feel relaxed and positive, knowing that our affairs are in capable hands.

Reply from Rathbones - Glasgow
Great service
Angus Kerr has looked after my affairs through Rathbones for years and I can always depend on his support and advice.
Now I am starting a family, I feel reassured to be with Rathbones. My needs are looked after on a personal level within a highly professional and efficient system and I'm happy with the performance of my portfolio.
It's exactly what I need.

Reply from Rathbones - Glasgow
Exceptional family service
My mother was with S&J for many years and got exceptional service from Mark. I have been very pleased to continue the relationship after the merger with Rathbones. Mark keeps in touch regularly to ensure I am up to speed with my portfolio. When he is away on leave Ben is always on hand to answer any questions. A newer aspect I have experienced is invitations to hospitality events where it is lovely to chat to Mark and Ben in an informal setting.

Reply from Rathbones - Glasgow
Excellent company to work with
We have used Rathbones to look after our portfolio for a number of years and have been very happy with the results both in terms of capital growth and income.
Our investment manager Dean Young inspires great confidence and displays excellent skill in balancing our investments with regard to our objectives and risk parameters.

Reply from Rathbones - Glasgow
Rathbones provide a personal service!
Rathbones provide a professional and very personal service to their clients. Since joining them from S&J we have found Vicki Linton and Alistair Crichton to be friendly, helpful and very efficient. They have a good understanding of our aims and are always attentive. We receive regular updates on investment strategy and the performance of our investments.
Rathbones are a family orientated investment broker providing a first class service, All our family are delighted to deal with them.

Reply from Rathbones - Glasgow
In safe hands
Gordon Winship has been my stockbroker for many years prior to becoming one of the Investment Directors at Rathbones in Glasgow. I am extremely grateful to Gordon for his support, friendship and to the highly professional advice he gives me.
I would recommend Rathbones as a firm of Stockbrokers as they offer an extensive range of services and are very Client focused. This was evident last night at their reception on The Royal Yacht Britannia. Thank you.

Reply from Rathbones - Glasgow
Professional advice with a personal touch
As someone who struggles with the concept of financial planning I am happy to use Rathbones and to have the benefit of Fraser Craig's advice. He is aware of my personal goals and can advise me accordingly.

Reply from Rathbones - Glasgow
Meeting in person
We very much enjoyed meeting with Fraser Craig from Rathbones as it is good to have our investments explained in person. This also gives us the opportunity to ask specific questions from the person who has a deep understanding of the industry. We have been extremely satisfied with the service provided by Fraser at Rathbones.

Reply from Rathbones - Glasgow
The personal and responsive approach
The personal and responsive approach. Regular and meaningful contact. Mark and Ben are easy to deal with and able to explain investment goals

Reply from Rathbones - Glasgow
Professional and customer focused
We have been well looked after by Angela Smith at Rathbones for many years and have benefited greatly from her advice and guidance. The professional support provided by Angela and the team is excellent and we would recommend them to anyone looking for investment and wealth management services.

Reply from Rathbones - Glasgow
Uber pros with an invaluable personal touch
We have been with Angus Kerr and Rathbones Glasgow since its inception .We moved from another major investment house because we felt in a way they had lost that personal touch that was so important to us .But that has come in spades with the Rathbones Glasgow team.We know they have a large client base but you are made to feel that you are the only client in the world and that is a hard thing to pull off but the Glasgow team do it in spades. We have recommended the team unreservedly to so many friends and contacts that we have lost count! So thank you to Angus Kerr,Julie Smith and the entire team .

Reply from Rathbones - Glasgow
We have been with Angus Kerr since the…
We have been with Angus Kerr since the Glasgow Office was set up. We have nothing but praise for the way he and his amazing team have looked after us over the years. Having been with other financial advisers North and South of the border, Rathbones with Angus Kerr is in a superior league. Pauline and Iain Foulds

Reply from Rathbones - Glasgow
We managed to get a parking place at…
We managed to get a parking place at the Museum and really enjoyed the hospitality laid on by Brian Q, our contact at Rathbones. The Museum was highly interesting, and we secured a tour guide who took us around some of the many artworks and explained a lot about each as we went around. After our guided tour we did a bit of further exploring and found many amazing exhibits and intriguing items which has encouraged us to try and make another visit when in Glasgow!

Reply from Rathbones - Glasgow
Great investment advice and service…
Great investment advice and service from Rathbones, Glasgow. Would highly recommend to anyone considering using their services. Especially highlight my investment manager Angela Smith for her advice and support.

Reply from Rathbones - Glasgow
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