Financial Services: 100% (2026)

TOP 3 Markets:

1. United Kingdom: approx. 70%
2. Europe (excluding UK): approx. 15%
3. North America: approx. 10%

Rathbones Group Plc is a leading provider of financial services, particularly in the field of asset management and investment management. The majority of revenues come from the United Kingdom, reflecting the strong market presence and established customer base in this region.

Europe and North America are also significant markets, with the company benefiting from growing interest in professional asset management services in these regions. The remaining 5% of revenues are spread across other international markets where Rathbones offers its services.

Headquarters: London, United Kingdom

Rathbones Group Plc is a British company that mainly operates in the field of asset management and financial services. It does not produce physical products, but offers services focusing on asset management and financial advice.

As a financial services company, the question of production sites is not applicable. The services are mainly provided from their headquarters in London as well as various branches across the United Kingdom.

Strategy for Future Growth:

1. Focus on Digital Transformation: Rathbones Group Plc is heavily investing in digital technologies to modernize its services and enhance the customer experience. This includes the implementation of AI-powered advisory services and the optimization of their online platforms.

2. Expansion of the Product Portfolio: The company plans to expand its product and service portfolio to reach new customer segments. This includes the introduction of sustainable and ESG-compliant investment solutions to respond to the increasing demand for responsible investments.

3. Strategic Acquisitions: Rathbones is pursuing a strategy of targeted acquisitions to strengthen its market presence and leverage synergies. This allows the company to expand its geographical reach and integrate new capabilities.

These strategic initiatives are intended to help Rathbones solidify its market position and secure long-term growth.

Rathbones Group Plc is a company operating in the field of asset management and financial services. As such, it does not import physical commodities or materials, as its business model is based on managing financial assets and providing advisory services.

The company focuses on managing investment portfolios, advising clients on financial matters, and providing services in the field of asset management. Therefore, commodity imports are not relevant to the business model of Rathbones Group Plc.

Market share: 5.2% (2025, estimate)
Assets under Management (AUM): £68 billion (2025)
Return on Equity (ROE): 12.4% (2025)

Rathbones Group Plc has a solid competitive advantage in the asset management sector, particularly due to its strong brand presence and long-standing experience in the British market. With a market share of 5.2%, the company is among the industry's leading players.

The £68 billion in Assets under Management highlight the company's ability to manage significant client funds and grow. The 12.4% Return on Equity demonstrates efficient capital utilization and strong profitability compared to many competitors.

Rathbones also benefits from a diversified client base and a wide range of services, making the company resilient to market fluctuations. The continuous focus on innovation and customer service further strengthens the competitive advantage.

Institutional Investor Share: approx. 70% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions known (As of 2026)

The institutional investor share in Rathbones Group Plc is traditionally high, as the company operates in the financial sector and institutional investors often have a preference for established financial service providers. Historical data shows that this share typically hovers around 70%, and it is likely that this trend has continued until 2026.

Regarding insider buys or sells, there are no known significant transactions in 2026. This could indicate that the management has confidence in the current strategy and the future development of the company. However, it is important to regularly check the latest reports and publications to obtain current information.

Market Share Rathbones Group Plc: Estimate 7% (2026)

Top Competitors and Their Market Shares:

1. Schroders Plc: 15%
2. St. James's Place Plc: 12%
3. Hargreaves Lansdown Plc: 10%
4. Standard Life Aberdeen Plc: 9%
5. Rathbones Group Plc: 7%
6. Brewin Dolphin Holdings Plc: 6%
7. Quilter Plc: 5%
8. AJ Bell Plc: 4%
9. Tilney Smith & Williamson: 3%
10. Charles Stanley Group Plc: 2%

Moat of Rathbones Group Plc: Rathbones Group Plc has a moderate moat, mainly based on strong brand recognition and a loyal customer base. The company has built a reputation through its long-standing experience and specialized services in asset management.

Compared to competitors, Rathbones' moat is less pronounced than that of Schroders or St. James's Place, which have larger networks and more extensive product offerings. These companies have a stronger competitive advantage due to their size and diversification.

However, Rathbones could continue to be successful through its niche strategy and focus on tailored solutions, especially with customers valuing personalized services. The competitive advantage could be further enhanced through investments in technology and expanding service offerings.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Assets under Management (AUM): £68 billion (2025)

In 2025, Rathbones Group Plc recorded solid revenue growth of 8.5%, indicating successful expansion of their services and strong customer retention. The 7.2% profit growth demonstrates the company's ability to increase profitability despite challenges in the market environment.

Assets under Management have increased to £68 billion, reflecting a strong market position and customer trust in Rathbones' investment strategies. This metric is an important indicator of the company's future earnings power.

Overall, Rathbones' financial performance suggests that the company is well positioned to capitalize on future market opportunities. This makes the stock a potentially attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 4.2% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Rathbones Group Plc is known for its reliable dividend policy. The company has consistently paid dividends in recent years, indicating a stable financial foundation and a sustainable business model.

The dividend yield of 4.2% in 2026 shows that Rathbones Group Plc continues to offer attractive returns to its shareholders. The reliability of the payout is supported by a solid balance sheet and stable cash flows, strengthening investor confidence.