RATHBONES INVESTMENT MANAGEMENT LIMITED

RATHBONES INVESTMENT MANAGEMENT LIMITED of LIVERPOOL is an SEC-registered investment adviser (CRD 124925). Regulatory assets under management: $135.1B.

Registration

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

Officers, owners & control persons (74)

Showing 25 of 74 people.

NameRoleLocation
Michael TurnerCHIEF OPERATING OFFICEROrlando, FL
WEBB MARKDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTDSALT LAKE CITY, UT
Sarah Felicity GentlemanNON EXECUTIVE DIRECTOR RATHBONES INVESTMENT MANAGEMENT LTD
Terri Lynn DuhonNON EXECUTIVE DIRECTOR RATHBONES INVESTMENT MANAGEMENT LTD
Clive Christopher Roger BannisterCHAIRMAN RATHBONES INVESTMENT MANAGEMENT LTD
Iain Alexander CummingsNON EXECUTIVE DIRECTOR RATHBONES INVESTMENT MANAGEMENT LTD
Dharmash Pravin MistryNON EXECUTIVE DIRECTOR RATHBONES INVESTMENT MANAGEMENT LTD
Iain William HooleyCHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR
Jonathan Edward Hugh SorrellCHIEF EXECUTIVE OFFICER
Annette Louise DowdenCHIEF COMPLIANCE OFFICER
Lesley-Anne CollingeCHIEF COMPLIANCE OFFICER
Andrew John Paterson BrodieCHIEF OPERATING OFFICER
Robert Paul StocktonCHIEF EXECUTIVE RATHBONES INVESTMENT MANAGEMENT LTD
MOORLEY JOHN IANCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
VERNON JEFFERY BARRYDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD; FINANCE DIRECTOR (RATHBONE INVESTMENT MANAGEMENT LTD)
HEXTON CLIVE RICHARD CHARLESDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
GORE LANGTON CLARE MARGARETDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
CUNNINGHAM HAROLD MICHAEL CLUNIEDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
DODD LORRAINE ANTONIA CARROLDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
KENNY BERNARDDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
HENDERSON JOHN GEORGEDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
BOLTON-CARTER TIMOTHY JOHNDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
LANYON RICHARD PATRICKDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
POWELL GEOFFREY MARKDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD
MORRIS ANDREW TIMOTHYDIRECTOR RATHBONE INVESTMENT MANAGEMENT LTD

Disclosures (1)

InitiatedTypeAllegationsStatusAmount
2026-07-16regulatoryFOLLOWING ENGAGEMENT WITH THE UK FINANCIAL CONDUCT AUTHORITY, RATHBONES INVESTMENT MANAGEMENT (RIM) HAS UNDERTAKEN A SKILLED PERSON REVIEW OF ITS UK WEALTH MANAGEMENT BUSINESS. THE REVIEW IDENTIFIED AREAS FOR IMPROVEMENT RELATING TO THE IMPLEMENTATION AND EMBEDDING OF THE FCA'S CONSUMER DUTY, TOGETH…Pending

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