RAT fundamentals

Rathbones Group Plc engages in the provision of personalized investment and wealth management services for private clients, charities, and trustees. It operates through the Investment Management and Funds segments. The Investment Management segment offers discretionary investment management services to private clients, professional intermediaries, charities, and trustees. The Funds segment provides a range of single strategy funds that are designed to meet core investment needs in the retail client market. Its services include discretionary investment management, tax planning, trust and company management, pension advice, banking services, and unit trusts. The company was founded by William Rathbone II in 1720 and is headquartered in London, the United Kingdom.