Sign in
Create a free account
RATHBONES
LIVERPOOL
+44-151 236 6666
SEC #801-64731Total AUM
$135.1B
Employees
1,715Clients
150,886Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
PORT OF LIVERPOOL BUILDING
PIER HEAD
LIVERPOOL
L3 1NW
United Kingdom
PIER HEAD
LIVERPOOL
L3 1NW
United Kingdom
Operating Hours
9AM-5PM GMT
Monday - Friday
Monday - Friday
Phone
+44-151 236 6666
Other Offices
18
Financials
Total AUM
$135.1B
Accounts
219,634Discretionary
$118.9B
Accounts
181,302Non-Discretionary
$16.2B
Accounts
38,332
Clients
Individual Clients
95,035AUM
$29.1B
HNW Individual Clients
20,366AUM
$56.9B
Banking Clients
18AUM
$183M
Pension/Profit Sharing Plan Clients
23,772AUM
$22.3B
Charitable Organization Clients
3,803AUM
$12.9B
Government Entity Clients
1AUM
$5.4M
Corporation or Business Clients
2,089AUM
$7.9B
Other Clients
5,802AUM
$5.9B
Description of Other Clients
OFFSHORE BOND
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAILLAMAMDNCNJNYORPATXVAWA
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.