Rathbones
Reviewed · Nov 2026
No banking arm of its own found. Everything below is from the bank's own pages, its regulators or the league table publishers, numbered to the Sources page.
The facts
- Rathbones states that its Managed service is available for investments of £150,000 or more (page read 1 November 2026).28
- Rathbones states a partnership rate of 0.90% on the first £750,000 for individual portfolios placed by adviser firms (page read 1 November 2026).333
- Rathbones states a partnership rate of 0.70% on the next £750,000 for individual portfolios placed by adviser firms (page read 1 November 2026).334
- Rathbones states a partnership rate of 0.50% on the balance over £1,500,000 for individual portfolios placed by adviser firms (page read 1 November 2026).335
- Rathbones states a relationship rate of 1.00% on the first £750,000 for individual portfolios placed by adviser firms (page read 1 November 2026).336
What it publishes
| Desk | Item | Published | As read |
|---|---|---|---|
| private banking | fee schedule | Partly | Standard rate 1.20% on first £250,000 1.00% on next £500,000 0.75% on next £750,000 0.50% on balance over £1,500,000 |
| private banking | minimum investable assets | Yes | The minimum investment required for our bespoke investment management service is £300,000. Our Managed service is available for investments of £150,000 or more. |
| private banking | eligibility criteria | Yes | Investec caters to a select group of clients who have a minimum annual income of £300k, a net worth exceeding £3m and are resident in the UK. |
| private banking | indicative fee range | Partly | Partnership rate 0.90% on first£750,000 0.70% on next £750,000 0.50% on balance over £1,500,000 |
| private banking | retainer terms | No |
The Secret Banker's view
Rathbones publishes its minimums, £300,000 for bespoke management and £150,000 for its Managed service, and its fee scales, all of them for adviser firms placing clients. The scale for a client who walks in directly is not on the pages I read. Its private banking is Investec's, by partnership, so Investec's entry test, a net worth over £3m, appears here on Rathbones' site.
Opinion, based on the facts above. Corrections through the contact page; a credible one gets a sourced fix within a week.
No firm named here has been consulted, and none should feel left out.