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RI

Rathbones Investment Management Limited

UK public-sector supplier
Large

Rathbones Investment Management Limited is a leading UK wealth manager that offers a range of investment and financial planning services to individuals, families, charities, and businesses. They focus on helping clients invest well to achieve their financial goals.

rathbones.com ↗

Summary from the supplier’s website — unverified

Compare peers
Awarded
£213k
Live
3
Buyers
6
12m
—
At a glance
  • Quick answer
Profile
  • Social value
  • ESG & policies
  • Capabilities1
  • Buyer references
  • Accreditations
Track record · verified
  • KPI performance
  • Contracts3 / 6
  • Top buyers6
  • Category mix
  • Geography
  • Peers5
Trust & risk
  • Red flags0
  • Compliance
  • Modifications
  • News
Company
  • Companies House
  • Financial
  • Org tree
Quick answer — Rathbones Investment Management LimitedUpdated 06 Jul 2026

At a glance · for buyers and watchdogs

Rathbones Investment Management Limited has won £213k across 6 public-sector buyers, with 3 live contracts.

Why: top buyer National Museum of the Royal Navy at 39% · 0 active risk flags · 0 modifications.

Decision signals
0Active red flags
No CH recordCompany status
3 of 6Live contracts
39%Top-buyer concentration
—Category exposure
0Contract modifications
If you're a buyer:CapabilitiesReferencesKPIComplianceWatchdog?FlagsModificationsConcentrationNews

Social value

Commitments mapped to the Government Social Value Model themes.

⚑ Self-reported
—

No social-value commitments yet

Jobs, skills, environmental, inequality and community commitments appear here once a claimed supplier attributes them to awarded contracts, or once we detect them on the supplier’s website.

ESG & policies vault · 0/5

Key governance & sustainability policies. Published documents link out; missing ones are greyed.

↔ Cross-checked
Net-zero planNot provided✓
Modern slavery statementNot provided✓
EDI policyNot provided✓
Anti-briberyNot provided✓
Data protectionNot provided✓

Capabilities

What this supplier does, where they sit, who they sell to.

◐ From website & notices
Sectors served · 1/8
Central government✓
Local government✓
NHS & health✓
Housing✓
Utilities & energy✓
Financial services✓
Education✓
Defence✓
Services · 5
Investment ManagementLooking for someone to create an investment portfolio for you? ↗Wealth ManagementOur combined investment and planning service for a holistic approach to your finances. ↗Financial PlanningNeed help reorganising your finances and planning for the future? ↗Tax and TrustHelping you pass on your wealth, manage a trust or gift to charity. ↗Personal Injury and Court of ProtectionRathbones’ dedicated personal injury and Court of Protection team. ↗
Frameworks & DPS · 1 from notices
  • Appointment of Investment Manager(s) for the HMS Caroline Preservation CompanyNational Museum of the Royal Navy · £83k

Extracted automatically from rathbones.com on Jul 2026. Not independently verified — treat as the supplier’s own marketing claims.

Case studies

Delivery stories the supplier has published, with sector and outcome.

⚑ Self-reported
—

No case studies yet

Once a claimed supplier publishes delivery stories — the buyer, the sector, what was delivered and the outcome — they appear here.

Buyer references

Named public-sector contacts who have agreed to act as a reference.

✓ Confirmed by buyer
—

No buyer references yet

Public-sector buyers can confirm they'll act as a reference for this supplier. Confirmed references — with the contract they relate to — show here.

Accreditations & memberships

Independently issued. Verification dates cross-checked against issuer registers.

↔ Cross-checked
—

No accreditations recorded

B-Corp, ISO, Cyber Essentials, Living Wage and similar credentials appear here once added by a claimed supplier and cross-checked against the issuing register.

KPI performance

Delivery, budget and satisfaction scores reported quarterly by buyers.

✓ Verified
84

No verified KPI scores yet

Once buyers report contract KPIs — delivery on time, on budget, satisfaction, adoption and accessibility — a weighted grade and breakdown appear here.

Contracts · 3 live · 3 historic

Pulled from Contracts Finder & Find a Tender. Most recent first.

✓ From notices
TitleBuyerCPVAwardedValueTermStatus
Appointment of Investment Manager(s) for the HMS Caroline Preservation Company
National Museum of the Royal Navy6610000024 Mar 2023£83k2 yrsClosed
CA9718 - Investment Management Services
Humankind Charity6614000001 Apr 2022£82k5 yrsLive
CA8701 - Competition For Investment Manager For Airedale Hospital And Community Charity
AGH SOLUTIONS LIMITED6612000001 Jul 2021£10k2 yrsClosed
ENHT - Management of the Trust's Charitable Funds Investment Portfolio
Hertfordshire NHS Procurement6600000001 May 2016£38k3 yrsClosed
Asset investment management service
Cardiff and Vale University Health Board————Live
Asset Investment Management Service
NHS Wales Shared Service Partnership66120000———Live
Total live value £82k · mean award £35k

Top buyers · 6 buyers · top 3 = 95%

Share of awarded value. Concentration fires above 40% for any single buyer.

✓ From notices
1
National Museum of the Royal Navy
1 contract
39%
since 2023
2
Humankind Charity
1 contract
38%
since 2022
3
Hertfordshire NHS Procurement
1 contract
18%
since 2016
4
AGH SOLUTIONS LIMITED
1 contract
5%
since 2021
5
Cardiff and Vale University Health Board
1 contract
0%
6
NHS Wales Shared Service Partnership
1 contract
0%

Geography

Distribution of awarded value by buyer region.

✓ From notices
UK · schematic only
South East1 contract
48%
North East1 contract
47%
Yorkshire1 contract
6%
Wales2 contracts
0%
Region resolved for 82% of awarded value (by buyer postcode); the remainder lacks a usable address.

Peers

Suppliers with overlapping CPVs & buyers (last 24m). Rathbones Investment Management Limited highlighted.

✓ From notices
SupplierSME?Awarded · 24mContracts
AT
Atos
No£474.4m1
LB
Lloyds Banking Group
No£16.8m2
ZI
Zurich Insurance Company Ltd t/a Zurich Municipal
No£16.4m3
PI
Protector Insurance
No£11.6m2
TA
Tyne and Wear Pension Fund
Yes£7.9m2
RI
Rathbones Investment Management Limited
No——
Compare peers →

Red flags · 0 active

Automated scan of Companies House status, charges and insolvency records.

✓ Verified
No Companies House record linked — automated risk checks unavailable.

Compliance scorecard

Derived from Companies House filings — not a full supplier-assurance check.

↔ Cross-checked
No Companies House record linked — statutory compliance checks unavailable.

Modifications

Variations to awarded contracts logged under Procurement Act 2023 s.74.

✓ From notices
±

No modifications recorded

No published contract variations for this supplier. Modification notices appear here as they are issued under the Procurement Act 2023.

News mentions

UK trade press & nationals, matched to this supplier.

◰

No news mentions found

We haven't matched any recent UK press coverage to this supplier. Mentions appear here automatically as they're published.

Companies House

Registered details, directors and PSC.

✓ Live sync
🏛

No Companies House record linked

A Companies House number is on file but the record has not been synced yet.

Financial

Filed accounts from Companies House.

↔ From Cos House
£

No financial filings on record

Turnover, profit and headcount appear here once audited or micro-entity accounts are filed at Companies House.

Org tree

Group structure and ownership.

↔ From Cos House
—
01448919 · this company

Independent. No parent company or subsidiaries recorded at Companies House for this entity.