My husband and I are highly satisfied with Fiona Elliott’s professional and accessible investment management advice in succession to Murray Mackay, our adviser for 25+ years. As when she succeeded M... See more
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See what reviewers are saying
Rathbones Edinburgh office, specifically Justin Armet, has been looking after my portfolio for over 10 years. I'm really pleased with the service provided. Justin always takes the time to talk through... See more
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Over the past 6 years, Iain Currie has managed my portfolio and I have been very pleased with the service he has provided. Always professional but approachable, I feel comfortable discussing financial... See more
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Following advice from a colleague, I moved my SIPP to Rathbones upon my retirement 15 years back. It has always been managed by Simon Dewar. Subsequently, my wife decided to move her own inve... 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
10 George Street, EH2 2PF, Edinburgh, United Kingdom
- 0131 228 7490
Visit our website to find out more
4.9
Excellent
101 reviews
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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.
14 May 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.
12 May 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
1 May 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
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.
26 March 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
30 April 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.
30 April 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
27 April 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.
28 April 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!
27 April 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).
16 April 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
We have known Ross Middleton for a…
We have known Ross Middleton for a number of years through various companies and he came highly recommended by my parents.
We feel reassured that we are in safe hands with Ross, Callum and Ellie at Rathbones Edinburgh. Everything is explained in a clear and concise way. We always leave feeling calm and confident in our decisions. Lesley & Alan Watson
17 April 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Lesley,
Thank you for taking the time to leave your kind feedback. We're pleased to hear that Ross, Callum and Ellie have continued to provide clear, thoughtful guidance that leaves you feeling calm and confident in your decisions. It's great to know the long-standing recommendation from your family has been met with a service that feels reassuring and supportive.
Best wishes,
Abbey
Excellent service from Rathbones
We have known Keith MacKeinzie for many years and have had regular face to face and online reviews with him. We find these meeting extremely useful. It is also always reassuring to know that our investments are well looked after and are performing well.
1 April 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Martin,
Thank you for your kind feedback. We're delighted to hear that your regular meetings with Keith have been so helpful, and that both the face-to-face and online reviews provide reassurance. It's great to know you feel confident that your investments are well looked after, and we appreciate you taking the time to share your experience.
Best wishes,
Abbey
Paul Mefford, Rathbones
As Independent Financial Advisers, we have worked with Paul Mefford from the Rathbones (formerly Investec Wealth & Investment) Edinburgh office for many years. Paul has always gone above and beyond with the advice and service he provides and is well respected and trusted by all our mutual clients. In his absence, his colleagues Ciaran Liddy and Vivienne Murdoch provide an equally efficient service.
2 April 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Jim,
Thank you for your kind feedback. We're pleased to hear that Paul has consistently gone above and beyond in the advice and service he provides, and that he is so well regarded by you and your mutual clients. It's also great to know that Ciaran and Vivienne continue to deliver the same high standard of support in his absence. We very much appreciate your trust in Rathbones.
Best wishes,
Abbey
Rathbones Edinburgh and Ross Middleton
We have been a client of Ross Middleton for over 15 years, initially with Murray Investment Management and now with Rathbones. Throughout this period, Ross has provided excellent impartial advice and his dependability is unquestionable. Ross makes himself available to discuss any ongoing needs or queries that we may have and is very friendly during face to face discussions. Over the years we have placed a lot of trust in Ross to ensure that our investments are placed in the most advantageous financial areas. We would recommend Ross
1 April 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Customer,
Thank you for your kind feedback. We're pleased to hear about your long-standing relationship with Ross and the confidence you place in his impartial guidance and dependability. It's great to know that his availability, friendly approach, and consistent support have helped ensure your investments are managed in line with your needs. We very much appreciate your recommendation.
Kind regards,
Abbey
I’ve had a great experience with…
I’ve had a great experience with Rathbones’ Edinburgh office and truly appreciate the consistent friendliness and professionalism from Ross, Ellie Schwemm, and Callum Hunter.
1 April 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Lu,
Thank you for your kind review. We're pleased to hear that your experience with the Edinburgh office has been so positive, and that the consistent friendliness and professionalism of Ross, Ellie and Callum have stood out. It's great to know you've felt well supported, and we really appreciate you taking the time to share your feedback.
Best wishes,
Abbey
Rathbones
I visited Rathbones in Edinburgh and met with Keith MacKenzie. I was accompanied by my eldest son who is an executor of my will. The objective was to review the performance of my Rathbones investment and familiarise both with my portfolio. We were treated hospitably and were in receipt of a number of useful observations and suggestions. Further, a request for some specialised research was dealt with in a professional and timely manner. A very productive meeting.
28 January 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Richard,
Thank you for your feedback. We're pleased to hear that your meeting with Keith was productive and that you and your son felt well supported throughout. It's great to know that the review of your portfolio, the observations shared and the follow-up research were handled in a clear, professional and timely way. We really appreciate you taking the time to share your experience.
Best wishes,
Abbey
Rathbones Edinburgh and Ross Middleton
I've known Ross Middleton for many years through various firms and when he and his team moved to Rathbones I had no hesitation but to stay with him. He is very grounded and and provides commentary and advice in easily understandable straight forward terms. In the event that he's not available at any time, I may end up speaking to one of the equally helpful Investment team members. Recommended.
19 March 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Diarmid,
Thank you for taking the time to share your kind feedback. We're pleased to hear about your long-standing relationship with Ross and that his clear, straightforward advice has continued to give you confidence over the years. It's also good to know that the wider investment team has been equally helpful when needed. We really appreciate your recommendation!
Best wishes,
Abbey
We are always warmly welcomed by Ross…
We are always warmly welcomed by Ross and his team at Rathbones
Over the years he has got to know us and how we approach our investments
We feel very secure that our values are shared and understood
23 February 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Customer,
Thank you for your kind feedback. We're pleased to hear that you feel so well supported by Ross and his team, and that the time taken to understand your approach to investing has given you confidence and reassurance. It's great to know your values are shared and understood, and we really appreciate your comments.
Kind regards,
Abbey
Prompt and professional service
Prompt and professional service with good communication.
26 March 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Sam,
Thank you for your feedback. We're pleased to hear that you've found the service prompt and professional, with clear and effective communication. Providing reliable support and keeping clients well informed is very important to us, and we appreciate you taking the time to share your experience.
Kind regards,
Abbey
Prompt professional service
Very prompt, professional, friendly and helpful wealth and investment service - as always.
I have known Ross Middleton, a senior member of this team, for many years and welcome his support and advice, which is always considered and well explained. It is good having continuity with a known person and team when making financial decisions, short and longer term.
To be recommended.
24 March 2026
Unprompted review
Reply from Rathbones - Edinburgh
Dear Katie,
Thank you for your feedback. We're pleased to hear that you continue to receive prompt, professional and friendly service, and that Ross' considered advice and clear explanations have been so valuable. It's great to know that continuity and long-standing relationships have supported your confidence in both short and long-term financial decisions. Ross will be delighted with your feedback!
Best wishes,
Abbey
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