I've been with Rathbones for just over a year now and have been extremely pleased with the service provided. Hector Falconer, my fund manager, has always been a reliable point of contact when I woul... See more
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See what reviewers are saying
Could not reccommend Hector, Douglas and the team more. I have been with them for a little over a year - the performance has been stellar, as I would have hoped but it is more than that. They tailoer... See more
Company replied
We have been with Rathbones for many years and found them extremely helpful. Neil Hardman always gives us sound advice and is very supportive. We value the annual review of our portfolio. Philip Crof... See more
Company replied
My dad was a client of Rathbones for many years and spoke really highly of Iain Currie. When my dad passed away Iain helped my mum organise my dad's portfolio and gave great advice and lots of time .... 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
10 George Street, EH2 2PF, Edinburgh, United Kingdom
- 0131 228 7490
Visit our website to find out more
4.9
Excellent
123 reviews
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Comp,eye Satisfaction
My wife and I have dealt with Keith McKenzie for many years. We are constantly delighted by the time and energy that Keith devotes to advising us regarding our portfolio and interpreting the complex world in which our investments must be managed. He brings a clear understanding of our circumstances and risk profile to every conversation.
2 October 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Desmond,
Thank you for your thoughtful feedback and long-standing trust. We’re so pleased to hear that Keith’s clarity and dedication have continued to give you and your wife confidence in managing your investments.
Kind regards,
Angus
Outstanding service
Keith MacKenzie and his colleagues provide us with an outstanding service. His advice is clear and Rathbones offers helpful commentary and perspective. With a sophisticated approach to risk management and the support of a depth of expertise in the firm, we feel confident that we are in good hands.
6 October 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear PM,
Thank you for your thoughtful feedback. We’re delighted to hear that Keith and his colleagues have provided such clear advice and reassurance, backed by the firm’s depth of expertise.
Kind regards,
Angus
Stephen Hunter and his Edinburgh team
Stephen Hunter and his team at Rathbones have managed my investments for the last six years now and thanks to his strategy the value is now in excess of the amount originally invested, despite my regular withdrawals! Even though we only meet once a year I know that if I have any concerns at all he and the team are only an email / message away, which is particularly reassuring. Thank you.
1 October 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Ian,
Thank you for taking the time to write this review. It’s good to hear that the strategy Stephen and our Edinburgh team developed for you is delivering and that they're always there when needed.
Kind regards,
Angus
Highly Recommended
Stephen Hunter at Rathbones has looked after my portfolio for many years now and I couldn’t be happier with the service. Stephen is professional, knowledgeable and personable. He is quick to respond and I always look forward to the conversation we have. Stephen takes time out to speak to me about a wide range of topics and is always willing to share his insight. I would highly recommend Stephen and Rathbones.
25 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Ruairi,
Thank you for your generous feedback. It’s great to hear that Stephen’s professionalism and approachable style have been so valuable to you over the years.
Kind regards,
Angus
I have always been very happy with the…
I have always been very happy with the service from Rathbones. In particular over the years Stephen Hunter has been very accessible and open to discuss the progress of the portfolio in detail, demonstrating strong understanding of all of the investments.
25 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Nigel,
Thank you for taking the time to share your experience. It’s great to hear that you’ve been happy with the service and that Stephen’s openness and detailed approach have stood out over the years.
Best wishes,
Angus
Rathbones Edinburgh
Stephen Hunter has looked after me and my family for around 20 years and has always been a great blend of professional, attentive and proactive. I wouldn’t hesitate to recommend Rathbones, particularly Stephen.
24 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Ian,
Thank you for taking the time to your experience and your long-standing trust over 20 years. We’re pleased to hear Stephen’s support has made such a positive difference for you and your family.
Kind regards,
Angus
Consistently helpful over many years
Rathbones has managed my own and my family's portfolios for many years. Stephen Hunter has been consistently helpful over the years, and has always been considered and balanced in his advice. My contact with him has been very professional, but with a leavening of informality and dry humour, never inappropriately.
23 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Sheila,
Thank you for sharing your experience and for your long-standing trust in Rathbones. We’re pleased to hear Stephen’s thoughtful approach has been valuable to you and your family over the years.
Kind regards,
Angus
Consistently helpful
After a sudden bereavement over twenty years ago, I was fortunate to have had the help and support of Stephen Hunter and the Rathbones Edinburgh team. Whoever you contact responds immediately and effectively, and Stephen regularly contacts me to discuss my portfolio, advising professionally and patiently.
20 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Hi there,
Thank you for your loyalty as a client over two decades and taking the time to share details of the help and support you have had from Stephen and the team over two decades.
Kind regards,
Angus
R.G.Logan
Euan MacDonald has looked after my portfolio for over eight years. He has always been prepared to spend time giving me insight into the reasons for buying or selling funds or shares. He has on many occasions gone out his way to he helpful.
My portfolio has preformed well over this period and I have no hesitation in recommending Euan and Rathbones.
19 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Mrs Logan,
Thank you for your kind words and for placing your trust in Euan and Rathbones over the years. We're so pleased to hear that the thoughtful guidance and consistent support have made a real impact.
Kind regards,
Angus
The Rathbone's Experience
I found Rathbone's approach to be professional with a personal touch. This makes a difference. Well done Keith Mackenzie on that. They keep me in touch with market trends and how they are responding to a complex investment market. I have only been with Rathbones for a relatively short time but I like what I see and what I am experiencing.
19 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Colin,
Thank you for sharing your experience and for recognising Keith’s personal approach. We’re pleased you’re finding our updates and insights helpful, and it’s great to know you’re enjoying your time with Rathbones so far.
Best wishes,
Angus
Stephen Hunter and Rathbones Team have…
Stephen Hunter and Rathbones Team have looked after our Portfolio for many years.
With guide dance and advice.
They are always there to help with any questions we might have and respond very quickly.
Its not easy understanding what to do with investment matters and we can 100% recommend Stephen Hunter and Rathbones team to any one looking for advice on investments.
19 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Stephen,
Thank you for taking time to pen this recommendation of Stephen and the team in Edinburgh. It's great to hear they're always available when you need with trusted advice.
Kind regards,
Angus
Professional and efficient service
The professional and efficient service we have received from Rathbones over many years, particularly from Stephen Hunter and Kindar Brown, has been excellent. They are always available and quick to repond to any of our queries.
18 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Wendy,
Thank you for sharing this positive review of Kindar and Stephen. I'm so pleased that they've been able to combine their respective expertise in financial planning and investing to support you over the years.
Kind regards,
Angus
excellent service
Stephen Hunter and team have looked after my portfolio for many years, and also my wifes before she died a few years ago. Stephen is always available to speak to, and my investments continue to carry on in a very acceptable manner. Always been pleased with the level of service recieved
18 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear David,
Thank you for taking the time to share your experience. We’re pleased Stephen and the team have been able to support you over the years, including through what would have been a terrible time with the loss of your wife.
Best wishes,
Angus
Investing made easy with the help of Stephen Hunter
Stephen Hunter took over from my previous investment manager at Rathbones. He has been very helpful in rationalising the portfolio with helpful constructive advice. Getting in contact when I want to discuss investments has been easy. Having My Rathbones portal has made life easier being paper free.
18 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Robert,
Thank you very much for taking the time to share your experience working with Stephen and using the MyRathbones portal.
Kind regards,
Angus
We have been working with Rathbones for…
We have been working with Rathbones for almost 10 years. The staff are always very responsive, helpful and professional. No request is too big or too small and our portfolio has gone from strength to strength under their management.
18 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Joy,
Thank you very much for entrusting us with your portfolio for over a decade and the positive review of the service our colleagues have provided you.
Best wishes,
Angus
Rathbones
Always found Stephen very approachable and quick to respond with any issues we have had throughout the many years he has worked with us.
18 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Alan,
Thank you very much for taking the time to share your positive experience with Stephen.
Kind regards,
Angus
Rathbones were recommended to me by a …
Rathbones were recommended to me by a trusted colleague. I had previously entrusted my pension investments to a competitor company but was ready to change direction and I’m so glad I made the change to Rathbones.
An introduction meeting in Edinburgh was set up where I met my Rathbones Investment Manager Stephen Hunter. At this time I was impressed by the professionalism and financial integrity displayed. This made it an easy decision to switch the management of my funds to Rathbones.
Rathbones provide regular and detailed financial updates to ensure you are well informed at all times.
What I really appreciate is the ease of communication and personable nature that is displayed by Stephen and his colleagues at Rathbones. Their financial skills and management convince me that I have made a wise and hopefully life long commitment to successful financial planning and investment
17 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear John,
Thank you for taking the time to outline the positive experience you’ve had with Stephen and the team in Edinburgh. I’m so pleased your decision to move to us has been such a success and to hear that the easy communications and regular updates are well received.
Best wishes,
Angus
Excellent service
Stephen Hunter & his team have been managing investments for myself for well over 10 years now .
Stephen & his colleagues have expert knowledge of the markets . They are always available if I have any queries, concerns or just want some reassurance especially when markets are experiencing volatility .
I have utmost confidence in their ability to manage my investments & to maximise potential returns on these .
I would not hesitate to recommend Rathbones to anyone seeking help and/or advice with investments.
18 February 2025
Unprompted review
Reply from Rathbones - Edinburgh
Hi JB,
Thank you for your recommendation and sharing your experience of working with Stephen on your investments for 10+ years.
Kind regards,
Angus
Your money is in good hands
Having confidence that our money is being well looked after by wonderful Stephen Hunter who has looked after our investments for many years and we feel very lucky to be in his kind and capable hands
17 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Dear Christopher,
Thank you for taking the time to review us and share the positive experience you’ve had with Stephen over the years.
Best wishes,
Angus
Professional and personal service
I have been an investor with Rathbones for over 10 years and have been very pleased with Stephen Hunter and his team's personal service. They are always swift to respond to any requests and are extremely professional.
17 September 2025
Unprompted review
Reply from Rathbones - Edinburgh
Hi there,
Thank you for being a client for over 10 years and for sharing the positive experience you’ve had with the personal service from Stephen and the team in Edinburgh.
Kind regards,
Angus
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