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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Excellent service
We have been clients of Rathbones since Spiers & Jeffrey joined with them and are very pleased with the service they provide. James and Amy are a great team and extremely knowledgeable and professional. No question is too silly and they always get back to us very promptly. They are easy to deal with and their advice is always top notch. They are both very personable and easy to talk to. There is never a problem to meet up with them whether it be Edinburgh or Glasgow. We are happy to have James and Amy look after our portfolio and they always provide alternatives and give great advice.
Would highly recommend them to look after your investments.

Reply from Rathbones - Glasgow
Excellent, trustworthy, professional
My family has been clients of Rathbones for many years and we have several investment accounts with them. We’ve always been very happy with the service, and with Stephen Hall in particular. Stephen is always incredibly helpful, approachable and full of clear, sensible advice about our investments. We feel very confident having him managing our portfolios and assured that our money is being well looked after and professionally managed by Rathbones.

Reply from Rathbones - Glasgow
I’ve been with Rathbones for years and…
I’ve been with Rathbones for years and they’ve always been fantastic, but last week I had a real crisis and the work James did essentially saved my dogs life through getting me access to funds quick enough that I could pay for her emergency surgery. I can’t thank them enough.

Reply from Rathbones - Glasgow
Rathbones is the place to Invest
I have been investing at Rathbones for several years. Angus Kerr & Julie Smith have given me incredible service from the start of my investment. If you need your money to make money Rathbones is the place to be.

Reply from Rathbones - Glasgow
Very happy with Rathbones commitment and approach
I am not very confident with the finance side of things but have always been made to feel at ease by my advisor, Angus. He is patient and always free for any questions I might have. I love the opportunities to do the free webinars and be a bit more informed on this side of things, although I have only managed to go to one! I am always pleased with how the financial year has gone, proving their worth to me time and time again and enjoy how human their approach is. Thank you!

Reply from Rathbones - Glasgow
I have been a client of Rathbones for a…
I have been a client of Rathbones for a period of time. My investment manager Euan Bell is first class manager. He keeps me informed of my investment portfolio,we have regular reviews,full online access and is very proactive to look for new opportunities to increase my investments value.I would highly recommend Euan to anyone looking for a Discretionary Fund Manager services.

Reply from Rathbones - Glasgow
Angus Kerr is the man!
I’ve had the pleasure of working with Angus and his team at Rathbones for several years now and I cannot recommend them highly enough.
Angus has looked after not only my investments but also those of several members of my family and throughout that time he has been consistently professional and incredibly supportive. He takes the time to explain things clearly and offers lots of advice, which I am in desperate need of!
What really stands out is the level of personal service. You never feel like just another client, Angus genuinely takes the time to understand your situation and long-term goals.
Angus and his team have been fantastic to work with and I would have absolutely no hesitation in recommending them to anyone looking for a trusted stockbroker.
Thank you Angus and the team for all your hard work over the years.

Reply from Rathbones - Glasgow
Recommend!
I've used Rathbones for years for investments and getting money advice. Angus and Julie are probably the two people that I have been in contact with the most over that time. They are both amazingly efficient in answering queries quickly and always have whatever advice or help is needed pretty much immediately. If I need help understanding something they always take the time to ensure I do before we move forwards.
I've found it is a very safe place to trust and invest in and I get relevant up to date advice whether it be by regular update or at my request.
Thank you so much!

Reply from Rathbones - Glasgow
Excellent service
Excellent service, Angus Kerr has been excellent broker to myself and my family for years.

Reply from Rathbones - Glasgow
Good advice and have respected advice…
Good advice and have respected advice from Stephen Hall and his team. Thank you.

Reply from Rathbones - Glasgow
Rathbones
Since I met with Angus Kerr at Rathbones I have been very impressed with his and the entire teams approach. Information has always been presented in a format easy to digest and with the appropriate level of detail for such matters. Any questions or concerns have been dealt with effectively with speed and fullness in response. My experiance from initial contact to being a client over the last few years has been top class.

Reply from Rathbones - Glasgow
Great service
I have been working with Angus Kerr and the team at Rathbones Glasgow for many years and have always found their service to be first class. Angus is very professional in all our interactions and responds quickly to any questions or requests. Highly recommended.

Reply from Rathbones - Glasgow
I have regular engagement with my…
I have regular engagement with my banker, always responsive to queries and a great app.

Reply from Rathbones - Glasgow
Rathbones are the best
Rathbones service and performance have been outstanding. Have been a client for the last decade. Angus Kerr is very responsive and always ahead of the game when it comes to any questions. Would highly recommend them.

Reply from Rathbones - Glasgow
Five star service from the Glasgow…
Five star service from the Glasgow office well done team Rathbones (Glasgow).Pleasure working with you.

Reply from Rathbones - Glasgow
Excellent service
Following a very long association with Speirs &Jeffrey, we were a little apprehensive when they merged with Rathbones. However, our fears were unfounded. Our portfolio is very well managed by Angela Smith who understands our background, our family and our strategic aims and tailors our investments accordingly. Her approach is always highly professional but warm at the same time and she is supported by a very efficient team. It is reassuring to know our affairs are in good hands.

Reply from Rathbones - Glasgow
Excellent service
My husband and I have been with Rathbones for almost 10 years. Stephen Hall is so professional in all his communications. He understands where we are coming from and advises us appropriately. He has a warm and pleasant manner that puts us at our ease. My husband and I are both delighted with the services of Rathbones and highly recommend the company.

Reply from Rathbones - Glasgow
Rathbones Experience
We’ve been using Rathbones for 3years now. We meet in the Edinburgh office because it’s easier for us and Stephanie and Tom are good enough to come across from Glasgow.
They’ve taken the time to find out what matters to us in terms of our financial investments and future planning for us and our family which has made it feel like a really personal service. We get good updates via emails and it’s made clear that the communication channels are always open.

Reply from Rathbones - Glasgow
Simply the best…
I have a great relationship with Rathbones. I have always found my investment team to be efficient, easy to talk to and most importantly they give great advice. I love the personal relationships see have built up over the years and in a world which is dominated more and more by algorithms and call centres I appreciate the personal service I always get from Angus and Julie. Keep it up guys - you are the best!

Reply from Rathbones - Glasgow
Excellent service
I have had excellent service for the past 5 years with Rathbones. My personal advisor James Mulholland has guided me with his professional and experienced approach and I trust his advice and judgement 100% and feel safe in his capable hands. He is very approachable with a way of explaining my portfolio to me (a non-financial but interested client) in a way that I understand it. He remains in regular contact with me and always gets back to me very promptly.

Reply from Rathbones - Glasgow
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