I'm very happy with the service provided by William and his team. William has looked after us at different places for about 25 years now and he has taken great trouble to understand my circumstances,... See more
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William and his team are absolutely first rate and I’d recommend them to anyone. I’m not an especially trusting person… I take a while so that I can see people in action of a good period of time and... See more
Company replied
I have know William Day and the iterations of Rathbones development for most of my working life through public ownership to multiple PE funds. We have grown up side to side as businesses and individ... See more
Company replied
William and his team have looked after us extremely well and with great professionalism for many years now. He has always been very quick to deal with any questions and often proactive in contacting u... 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
30 Gresham Street, EC2V 7QN, London, United Kingdom
- 0207 597 9023
4.8
Excellent
48 reviews
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Service standards and professionalism
William and his team have looked after us extremely well and with great professionalism for many years now. He has always been very quick to deal with any questions and often proactive in contacting us on various matters. Very happy with their high standard of service.
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Greg,
Thank you for your thoughtful feedback. We're pleased to hear that William and his team have provided such professional and attentive support over many years. It's great to know that their responsiveness and proactive approach have continued to meet your expectations, and we very much appreciate your comments on the high standard of service.
Kind regards,
Abbey
William and his team at Rathbones
William and his team at Rathbones have done a great job for us over the last decade. They have managed not only our investments but both our mothers and now our adult children as well. They always respond rapidly to requests and enquiries and are very thorough in going through our personal requirements and tailoring our investments to the individual. They have managed our funds very well through some turbulent years and we heartily recommend them.
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Consumer,
Thank you for your kind feedback. We're delighted to hear that William and his team have supported you and your family so well over the past decade across multiple generations. It's great to know that the responsive service, careful understanding of individual needs and tailored approach have helped navigate what have been challenging years.
Best wishes,
Abbey
Highly recommended for all your investment and financial planning needs
We have been incredibly impressed with the level of service, advice and professionalism with Rathbones London. This included not just investment advice but full financial planning for our retirement as well as inheritance plans for our children. I cannot recommend Rathbones too highly. They have been a pleasure to work with.
March 10, 2026
Unprompted review
Reply from Rathbones - London
Dear Stuart,
Thank you for your thoughtful feedback. We're delighted to hear how impressed you've been with the service from our London team, and that the advice provided has supported not only your investments but also your retirement and inheritance planning. It's great to know you've found Rathbones a pleasure to work with, and we really appreciate your recommendation.
Kind regards,
Abbey
Expert customer excellence
Experts who share their knowledge in a way I can understand it.
A team that strives to understand and meet my needs
Trustworthy, down-to-earth, and wholly dependable team lead by Billy Day.
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Alan,
Thank you for your kind feedback. We're pleased to hear that the team has taken the time to share their knowledge in a clear and accessible way, and that you've felt your individual needs have been properly understood. It's great to know that Billy's down-to-earth leadership and the wider team's dependable approach have given you confidence and trust in the guidance provided. We really appreciate your recommendation.
Kind regards,
Abbey
Have been with Rathbones for 10 years…
Have been with Rathbones for 10 years or so. Excellent service. Great communication. The portal is really easy to understand so can see my investments at a glance. Feel very satisfied that the team care very much about my investments and I'm not just a number.
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Jane,
Thank you for your kind feedback. We're pleased to hear that you've received excellent service and clear communication over the past ten years, and that the online portal helps you keep track of your investments easily. It's especially good to know you feel personally valued and cared for rather than just a number. We really appreciate the trust you've placed in the Rathbones team.
Best wishes,
Abbey
I have nothing but praise for Rathbones
I have nothing but praise for the service I get from Rathbones. Every contact from me is responded to promptly and efficiently with courtesy. I am more than happy with the return that my investment with them is being managed
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Frank,
Thank you for your thoughtful feedback. We're pleased to hear that you've consistently received prompt, courteous and efficient service, and that communication has met your expectations. It's also great to know you're happy with how your investments are being managed. We really appreciate your trust in Rathbones and taking the time to share your experience.
Kind regards,
Abbey
Great experience with Rathbones
William Day and the rest of the Rathbones staff have done a fantastic job for me and my family over the last 6+ years. I really appreciate their informative updates and personally curated services - they take all the worry out of managing our finances, and are extremely responsive to individual needs. Thank you!
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Customer,
Thank you for taking the time to share your kind feedback. We're delighted to hear that William and the wider team have supported you and your family so well over the past six years. It's great to know that the regular, informative updates and tailored approach have helped take the worry out of managing your finances, and that the team's responsiveness has made a real difference. We appreciate your trust and kind words.
Best wishes,
Abbey
I get a very rapid personal service…
I get a very rapid personal service whenever I call - and I get regular updates on my portfolio.
Of course none of this matter if the returns are not good - I am very happy with that too.
May 6, 2026
Unprompted review
Reply from Rathbones - London
Dear Graham,
Thank you for your feedback. We're pleased to hear that you receive prompt, personal service and find the regular portfolio updates helpful. We really appreciate you taking the time to share your experience.
Kind regards,
Abbey
Intelligent, sensitive and comprehensive management
Billy Day and his team offer discreet, thorough, insightful and analytical advice and this also results in maximum risk management to our funds. Highly recommended
May 7, 2026
Unprompted review
Reply from Rathbones - London
Dear Norman,
Thank you for your kind feedback. We're pleased to hear that Billy and his team have provided such thoughtful and well-judged guidance, with a strong focus on managing risk appropriately. It's great to know this approach has given you confidence in how your funds are looked after, and we very much appreciate your recommendation.
Best wishes,
Abbey
Bob Szechenyi
Bob has managed our investments for over a decade and that of our parents. We have received consistent, steady and reliable advice throughout a very turbulent time. Always on hand from every early in the morning (!), he has taken the time to explain options in a way that made sense. That reassurance has been invaluable. Overall, I wouldn’t hesitate to recommend him.
May 3, 2026
Unprompted review
Reply from Rathbones - London
Dear Fran,
Thank you for your kind feedback. We're pleased to hear about the long-term support Bob has provided to you and your family, and that his clear explanations and availability have continued to offer reassurance through what have been very challenging times. It's great to know that the steady, reliable guidance has made such a difference, and we really appreciate your recommendation.
Best wishes,
Abbey
My portfolio manager
My portfolio manager, Samantha Boyd is extremely able and a friendly and professional person aswell. It is always a pleasure to discuss my finances with her and they have performed very well over the years. I highly recommend her and the team at Rathbones, their performance is faultless.
April 27, 2026
Unprompted review
Reply from Rathbones - London
Dear Jane,
Thank you for your kind feedback. We're delighted to hear that working with Samantha has been such a positive experience, and that her friendly, professional approach has made discussions around your finances both clear and rewarding. It's great to know you've been pleased with how your investments have been managed over the years, and we really appreciate your recommendation of Samantha and the wider Rathbones team - they will be delighted to hear this.
Best wishes,
Abbey
Rathbones Service
I have had my investments with Matthew Fry at Rathbones for several years and have been very pleased with the level of service provided. He has always been highly informative, taking the time to explain investment decisions, market developments, and portfolio performance in a way that is easy to understand.
One of the aspects I value most is his clear and concise communication. He ensures that I am kept well informed without overwhelming me with unnecessary complexity, which gives me confidence in the decisions being made regarding the investments. If I have questions or would like to review my portfolio, he is readily available and responsive.
Overall, Matthew’s professionalism, reliability, and approachable manner have made managing my investments a reassuring and positive experience.
I would not hesitate to recommend his services to others looking for knowledgeable and attentive financial guidance.
March 11, 2026
Unprompted review
Reply from Rathbones - London
Dear Andrew,
Thank you for taking the time to share your thoughtful review. We're pleased to hear that Matthew's clear communication and approachable manner have helped make managing your investments a reassuring experience. It's great to know that the time he takes to explain decisions and keep you well informed has given you confidence in your portfolio. He will be delighted to hear your feedback!
Kind regards,
Abbey
It's the people that count.
My wife and I followed Matthew Fry from our previous fund manager two years ago when he moved on. Trusting and liking your immediate contacts are key to a good relationship and Matthew ticked all the boxes. We know he is always available for a well-informed, understandable update on the markets. Those colleagues we have subsequently met and spoken to have been no less capable, open and friendly.
2 years may be a bit short to assess performance reliably but for calendar year 2025 our balanced portfolio was up 11.83% (vs ARC +8.68%). Since
inception (31 May 2024) up 15.02% (vs ARC +14.04%). A good start!
January 26, 2025
Unprompted review
Reply from Rathbones - London
Dear Ken,
Thank you for taking the time to share your experience. It's great to hear you've built up a good relationship with Matthew and the team, and that you trust him. It's also great to hear you've had a good start to your portfolio - and that the team at Rathbones have been open and friendly - they will be delighted to hear this!
Best wishes,
Abbey
Highly recommended
It was my grandparents who initially entrusted their finances to Rathbones and Stuart Furzer who has managed my portfolio for many years now almost feels like one of the family. Highly recommended.
January 22, 2026
Unprompted review
Reply from Rathbones - London
Dear Annita,
Thank you for sharing your experience. It's wonderful to hear that your family's relationship with Rathbones goes back generations, and that Stuart's long-standing support has made him feel like part of the family. We're delighted that you continue to feel well looked after and confident in the service you receive!
Best wishes,
Abbey
Sam Lippiatt Durnell
We moved to Rathbones a year ago and are very happy with the service and performance. We have dealt with Sam for over ten years and would recommend him very highly. His expertise and knowledge of the financial markets is invaluable.
January 19, 2026
Unprompted review
Reply from Rathbones - London
Dear Calvin,
Thank you for sharing your experience over the past year with Rathbones. We're very pleased to hear you're happy with both the service and performance. It's also great to know you've worked with Sam for over a decade and that his expertise and knowledge of the markets have been invaluable - he will be very happy to hear this!
Best wishes,
Abbey
Recent switch to Rathbones.
We have recently switched to Rathbones and are being looked after by Sam Lippiatt Durnell. We are very pleased with how our investments are progressing, the level of professionalism and very importantly to us the clear and open lines of communication.
January 19, 2026
Unprompted review
Reply from Rathbones - London
Dear J Brown,
Thank you for sharing your experience. We're delighted to hear that you're being well supported by Sam. It's also great to know that you're happy with how your investments are progressing, and that the professionalism and clear communication you've received have made a positive difference.
Best wishes,
Abbey
Very happy with this company
We are very happy with the level of return from our investment and also the support that we receive from Rathbones, in particular from Matthew Fry. Matthew is knowledge and always friendly and approachable. We feel confident in knowing that we would be able to contact Rathbones and receive their personal attention, if needed, and answer any issue or concerns that we might have.
January 17, 2026
Unprompted review
Reply from Rathbones - London
Dear Maureen,
Thank you for your review. We're pleased to hear that you've been happy with the returns from your investment and the ongoing support you've received from Rathbones. It's also great to know that Matthew has been friendly, knowledgeable and approachable, and that you feel confident reaching out whenever you need personal attention or guidance. Matthew and the team will be delighted to hear your feedback.
Kind regards,
Abbey
Excellent Customer service and Performance .
As a financial adviser (now retired) I had worked with both Rathbones and with Matthew Fry for many years. When Matthew said he was moving to Rathbones I was delighted to move my portfolio with him. Rathbones and Matthew provide excellent client support and their online client portal enables me to review my portfolio on a regular basis with detailed supporting information. Matthew has proven his expertise as an Investment Professional, achieving excellent performance through good stock selection and continuous management of the assets. I have received both a rising income and capital growth from my SIPP over the past two years with which I am highly delighted. I would recommend Matthew Fry and Rathbones without reservation.
January 16, 2026
Unprompted review
Reply from Rathbones - London
Dear Mr Sanders,
Thank you for sharing your experience and for the confidence in Matthew and Rathbones over many years. We're pleased to hear that the move to Rathbones felt straightforward and that the online client portal helps you review your portfolio with the level of detail you need. Matthew and the team will be happy to hear your feedback!
Best wishes,
Abbey
Professional to the enth degree
My family has been dealing with Rathbones across 2 generations and over many years. Throughout this time we have nothing but praise for their total professionalism, approachability and honesty. We have no hesitation in recommending this company to manage a portfolio.
January 15, 2026
Unprompted review
Reply from Rathbones - London
Dear Sue,
Thank you for sharing your experience with us. We're delighted to hear that across two generations you've found us professional, approachable, and honest. It means a great deal to know you would recommend us to manage a portfolio.
Best wishes,
Abbey
Matthew Fry
I have had the pleasure of working with Matthew Fry for some time now and have found him to be professional at all times. He has displayed knowledge of financial markets and instruments etc and we have discussed how these might complement my portfolio. I would have no hesitation in recommending Matt and Rathbones.
January 12, 2026
Unprompted review
Reply from Rathbones - London
Dear Hugo,
Thank you for taking the time to share your experience. We're delighted to hear that Matthew has provided professional support and clear, knowledgeable discussions on how different markets and instruments can complement your portfolio. It's great to know you feel confident in his guidance - and he will be delighted to hear this!
Best wishes,
Abbey
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