We were lucky to find Angus Kerr at Rathbones through a friends reccomendation for investment advice. As micice investors, Angus (and his very competent team) were ideal for us. Since that time i... Ver mais
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Our family has been a client of Rathbones Glasgow for well over ten years and have always felt well advised and supported with decisions. Angela Smith, our advisor, is always extremely helpful and hap... Ver mais
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We had some money to invest about eight years ago, and were put in touch with Angus Kerr and Julie Smith in Rathbone's Glasgow Office. Together they helped us develop a strategy which would safeguard... Ver mais
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We have been with Rathbones (previously Speirs & Jeffrey) for over twenty years. Gordon Winship has been our investment manager throughout and we have always found him extremely professional and effi... Ver mais
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Informações sobre a empresa
- Serviço de investimentos
- Consultor financeiro
- Empresa de planeamento financeiro
- Empresa de investimentos
- Corrector de bolsa
Escrito pela empresa
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.
Our services
Escrito pela empresa
- 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.
Informações de contacto
George House, 50 George Square, G2 1EH, Glasgow, Reino Unido
- 0141 333 9323
4,8
Excelente
66 opiniões
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Professional and customer focused
We have been well looked after by Angela Smith at Rathbones for many years and have benefited greatly from her advice and guidance. The professional support provided by Angela and the team is excellent and we would recommend them to anyone looking for investment and wealth management services.
12 de agosto de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Dear Mr and Mrs Bates,
Thank you very much for your recommendation and for sharing your positive long-term experience with Angela and our Glasgow team.
Kind regards,
Angus
Uber pros with an invaluable personal touch
We have been with Angus Kerr and Rathbones Glasgow since its inception .We moved from another major investment house because we felt in a way they had lost that personal touch that was so important to us .But that has come in spades with the Rathbones Glasgow team.We know they have a large client base but you are made to feel that you are the only client in the world and that is a hard thing to pull off but the Glasgow team do it in spades. We have recommended the team unreservedly to so many friends and contacts that we have lost count! So thank you to Angus Kerr,Julie Smith and the entire team .
18 de julho de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Hi Clare,
Thank you very much for sharing your experience of the personalised service Angus, Julie and the Glasgow team have provided you over the years, and for the recommendations you have made to others.
Best regards,
Angus (another one)
We have been with Angus Kerr since the…
We have been with Angus Kerr since the Glasgow Office was set up. We have nothing but praise for the way he and his amazing team have looked after us over the years. Having been with other financial advisers North and South of the border, Rathbones with Angus Kerr is in a superior league. Pauline and Iain Foulds
8 de agosto de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Hi Pauline and Iain,
Thank you for taking the time to share your experience with Angus and for your long-standing relationship with us.
Kind regards,
Angus (a different one)
We managed to get a parking place at…
We managed to get a parking place at the Museum and really enjoyed the hospitality laid on by Brian Q, our contact at Rathbones. The Museum was highly interesting, and we secured a tour guide who took us around some of the many artworks and explained a lot about each as we went around. After our guided tour we did a bit of further exploring and found many amazing exhibits and intriguing items which has encouraged us to try and make another visit when in Glasgow!
14 de maio de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Hi Colin,
Thank you for taking the time to share your positive experience at one of our Summer Series client events. Hosting these gatherings in some of the UK's premier gardens and landmarks is such a pleasure and we look forward to seeing you at our next one.
Best wishes,
Angus
Great investment advice and service…
Great investment advice and service from Rathbones, Glasgow. Would highly recommend to anyone considering using their services. Especially highlight my investment manager Angela Smith for her advice and support.
3 de julho de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Hi Brenda, we're very happy to hear you've had such a positive experience with Angela. Thank you for taking the time to write us a review. Best wishes, Angus
Full trust in my Investment Manager
I and other members of my family have had Cameron Kinnaird senior investment manager at Rathbones Glasgow office as our investment manager for a number of years and we full faith in him. I trust him completely with my finances and rely heavily on his skill experience and competence to manage my affairs and he’ s never let me down. The merger of Rathbones with Investec appeared seamless. And they have really good hospitality judging by our recent invitation to the Chelsea flower show.
3 de julho de 2025
Opinião espontânea
Resposta da Rathbones - Glasgow
Hi Jane, Thank you for taking the time to share your experience working with Cameron over the years and we hope to host you at another event soon. Best wishes, Angus
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