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Rathbones Investment Management Limited

● SEC registered since 2005CRD 124925SEC# 801-64731Liverpool
Export (members)
Reg. AUM
$135.09B
Employees
1,715
Accounts
219,634
Location
Liverpool

Rathbones Investment Management Limited assets under management

Rathbones Investment Management Limited is an investment advisory firm registered with the SEC based in Liverpool. The firm has been registered since 2005. It reports $135.1 billion in regulatory assets under management and employs 1,715 people.

Rathbones Investment Management Limited owners & executives

11 reported
NameTitleOwnershipSince
Annette Louise Dowden ControlChief Compliance OfficerUnder 5%2026
Clive Christopher Roger BannisterChairman Rathbones Investment Management LtdUnder 5%2021
Dharmash Pravin MistryNon Executive Director Rathbones Investment Management LtdUnder 5%2021
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Frequently asked questions

How much does Rathbones Investment Management Limited manage?

Rathbones Investment Management Limited reports $135.1 billion in regulatory assets under management on its Form ADV.

How many employees does Rathbones Investment Management Limited have?

Rathbones Investment Management Limited reports 1,715 employees.

Where is Rathbones Investment Management Limited located?

Rathbones Investment Management Limited is based in Liverpool and has been SEC-registered since 2005.

Does Rathbones Investment Management Limited disclose fund performance?

Rathbones Investment Management Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressPort of Liverpool Building, Pier Head, Liverpool L3 1NW
Phone+44-151 236 6666
Fax+44-151 243 7001
Office hours9a.m.-5p.m. Gmt
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$135.09B▲ 102%
Mar '25 — $67.01BApr '25 — $67.01BMay '25 — $67.01BJun '25 — $67.01BJul '25 — $67.01BAug '25 — $67.01BSep '25 — $67.01BOct '25 — $67.01BNov '25 — $67.01BDec '25 — $67.01BJan '26 — $67.01BFeb '26 — $67.01BMar '26 — $135.09BApr '26 — $135.09BMay '26 — $135.09BJun '26 — $135.09B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$135.09Bregulatory AUM
Discretionary $118.86BNon-discretionary $16.23B