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| Happy Holidays!! thanks for using AUM13F!! |
| Rathbones Investment Management Limited
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| CRD # | 124925 |
| SEC # | 801-64731 |
| CIK # | |
| AUM | $67.0 B (2025-07-07) |
| Employees | 1,321 (39% Investors, 0% Brokers) |
| Phone | 441512366666 |
| Address | Port of Liverpool Building Liverpool, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56,444 | 16.2 |
| (b) Individuals (high net worth individuals) | 9,972 | 26.8 |
| (c) Banking or thrift institutions | 11 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13,412 | 11.0 |
| (h) Charitable organizations | 2,465 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,018 | 3.1 |
| (n) Other | 2,366 | 2.3 |
| Total | 130,105 | 67.0 |
| By Discretionary | ||
| Discretionary | 105,347 | 59.3 |
| Non-Discretionary | 24,758 | 7.7 |
| Total | 130,105 | 67.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 66.7 | |
| United States Persons | 0.4 | |
| Total | 130,105 | 67.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Truist Advisory Services Inc
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|
GA | 67.7 |
|
Fiducient Advisors LLC
✚
|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Invesco Asset Management Japan Limited
✚
|
61.5 | |
|
Mercer Global Advisors Inc
✚
|
CO | 60.3 |
|
Betterment LLC
✚
|
NY | 56.4 |
|
World Investment Advisors LLC
✚
|
CA | 56.3 |
|
Citigroup Global Markets Inc
✚
|
NY | 46.9 |
|
Avantax Advisory Services Inc
✚
|
TX | 46.1 |
|
Mawer Investment Management Ltd
✚
|
45.9 |