RIA Intel›Advisers›RATHBONES INVESTMENT MANAGEMENT LIMITED

RATHBONES INVESTMENT MANAGEMENT LIMITED

Advisory

N·LIVERPOOL

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM
$135.1B
1-Year AUM Growth
+16.8%
3-Year CAGR
+1.3%
Employees
725
Assets Under Management
Total AUM$135.1B
Discretionary AUM$118.9B
Non-Discretionary AUM$16.2B
Discretionary %88%
Total Clients85,688
Team
Total Employees725
Investment Advisers1,715
Employee Growth (1Y)—
Filing History
Total Filings on Record90
First FilingSep 15, 2005
Latest FilingJul 14, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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