I've been with Rathbones for just over a year now and have been extremely pleased with the service provided. Hector Falconer, my fund manager, has always been a reliable point of contact when I woul... See more
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See what reviewers are saying
Could not reccommend Hector, Douglas and the team more. I have been with them for a little over a year - the performance has been stellar, as I would have hoped but it is more than that. They tailoer... See more
Company replied
We have been with Rathbones for many years and found them extremely helpful. Neil Hardman always gives us sound advice and is very supportive. We value the annual review of our portfolio. Philip Crof... See more
Company replied
My dad was a client of Rathbones for many years and spoke really highly of Iain Currie. When my dad passed away Iain helped my mum organise my dad's portfolio and gave great advice and lots of time .... 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
123 reviews
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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.
16 September 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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