Rathbones Tech Stack

UK wealth manager serving private clients, charities, and trustees with £113B AUM

Financial Services London, England 1,001–5,000 employees Public Company

Rathbones is a London-based wealth manager (FTSE 250, 1,001–5,000 employees) managing over £113 billion in assets across 20+ UK and Jersey offices. The tech stack reveals a hybrid enterprise posture: Salesforce for client management, Snowflake and AWS for data infrastructure, and Power BI + Alteryx for analytics—typical of a regulated financial services org scaling operational maturity. Active hiring (27 open roles, 16 posted in last 30 days) is concentrated in finance and operations, with a growing data cohort, signaling investment in automation and compliance infrastructure alongside client-facing growth.

Tech Stack 17 technologies

Core StackSalesforce Snowflake Jira Miro AWS Power BI PowerPoint Word Excel SQL Microsoft Office Outlook Teams Alteryx Azure Business Objects CCH

What Rathbones Is Building

◆Challenges

Improving efficiency and client experience
Manual data and content requirements
Processing new business applications accurately
Parallel release management
Managing client capacity
Compliance with regulatory changes
Maintaining consistent client service
Document quality experience
Front office client-facing activities
Consumer duty compliance

▲Active Projects

User acceptance testing of new and existing it systems
Automated and customisable proposal documents
Integration of new data sources
Agile product model implementation
Future‑state enterprise data platform
Master data model
Client acquisition marketing initiatives
Growth strategy for new business
Seismic platform integrations
Scalable product development

Hiring Activity

Accelerating25 roles · 15 in 30d

Department

Finance

Ops

Data

Executive

Marketing

Financial

Product

Seniority

Mid

Junior

Senior

Lead

Director

Manager

Notable leadership hires: Delivery Lead, Head of Advice, Head of Equities, Business Development Director

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About Rathbones

Rathbones provides discretionary investment management, pension administration (SIPPs), and wealth structuring services (tax planning, inheritance tax, Court of Protection) to private clients, charities, and professional advisers. Founded in 1742, the firm operates as a public company with a heritage in responsible and ethical investing (including Rathbone Greenbank Investments and Unit Trust Management). The client base spans discretionary portfolios, charity endowments, and trustee mandates, supported by a full-service operations and compliance infrastructure across the UK and Channel Islands.

HeadquartersLondon, England

Company Size1,001–5,000 employees

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Rathbones use?

Salesforce for client relationship management, Snowflake and AWS for cloud data infrastructure, Power BI and Alteryx for analytics, Jira for project management, and Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Teams).

How much money does Rathbones manage?

Over £113 billion in funds under management as of 30 September 2025, serving private clients, charities, trustees, and professional partners across discretionary and advisory mandates.