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RATHBONE INVESTMENT MANAGEMENT LIMITED

Business and Investment Profile

The RATHBONE INVESTMENT MANAGEMENT LIMITED is a privately held investment adviser that advises $151.31Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. RATHBONE INVESTMENT MANAGEMENT LIMITED is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 102.2% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 19 office locations with their Headquarters at PORT OF LIVERPOOL BUILDING PIER HEAD, LIVERPOOL, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.

Employee Profile

They have 1,715 employees comprised of 725 investment and 990 non-investment staff. The total number of Employees increased by 130.51% over the last 5-years.

Asset Profile

Their $151.31Bn in assets advised are owned by 15 private funds, 53 public funds and BDCs and 29,682 other accounts. Assets of High Net Worth Individuals clients own $56.86Bn or 37.58% of Total Assets and Individuals own $29.11Bn or 19.24% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 55.19%, 30.58% and 14.24% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 8 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 9 Custodians and 9 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

RATHBONE INVESTMENT MANAGEMENT LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: RATHBONE INVESTMENT MANAGEMENT LIMITED

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Generated 2026-09-12T06:47:45.3201776.  © 2026 Convergence.