What Redmayne Bentley does

Redmayne Bentley is one of the UK's oldest independent investment management, stockbroking, and financial planning firms, founded in 1875 by John Redmayne and headquartered in Leeds, England. Operating as a Limited Liability Partnership (Redmayne Bentley LLP) since 1875, the firm is authorised and regulated by the Financial Conduct Authority (Firm Code 499510) and is a member of the London Stock Exchange. It employs 251-500 staff across a network of more than 25 UK regional offices spanning England, Scotland, Wales, and Northern Ireland (excluding the US and Canada), delivering services through both face-to-face advisory relationships and a proprietary digital client portal called myRB.

The firm offers a tiered product suite spanning execution-only stockbroking (self-directed telephone trading), advisory investment management (1% annual fee, client retains decision authority), discretionary managed portfolios (0.85% annual fee, full manager authority), a lower-ticket Managed Portfolio Service (MPS) accessible from £20,000, a Dealing with Advice Service (£400 flat fee), and tax-efficient wrappers including ISAs, JISAs, and SIPPs. A specialised Inheritance Tax Portfolio Service constructs holdings in AIM-quoted shares to qualify for Business Property Relief after two years. Underlying technology comprises the myRB client portal (portfolio viewing, document access, secure messaging, corporate action elections, payments) and nominee custody infrastructure via wholly-owned subsidiary Redmayne Nominees Limited for safe custody and settlement of client securities.

Redmayne Bentley's revenue model is predominantly recurring and asset-based, comprising annual management charges (0.85% discretionary, 1% advisory, minimum £750) plus transaction commissions on securities trading, with VAT additional. Customer segments are horizontally distributed across private individuals and families, trusts and estates, charities and endowments, and SIPPs/pension funds, with no enterprise-anchor dependency. Distribution combines the physical branch network, the myRB self-serve digital channel, and intermediary/IFA referral relationships. The firm has grown primarily organically with two notable acquisitions: Havelock Hunter Stockbrokers (July 2015) and the pending acquisition of private client assets from the failed Blankstone Sington (announced April 2024). Client satisfaction metrics include an NPS of 66.3 firm-wide and a 91.7% recommendation rate, and the firm is an Investors in People-accredited employer (held since 2005, re-accredited June 2025).

Name

Redmayne Bentley

Legal name

Redmayne Bentley LLP

Website

https://redmayne.co.uk

Company type

Private

Founded year

1875

Operating status

Operating

Headcount range

251–500 employees

Short description

Redmayne Bentley is a UK-based independent investment management, stockbroking, and financial planning firm founded in 1875, serving private individuals, trusts, charities, and pension funds through 25+ regional offices and a proprietary digital portal.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Affluent / Mass-Affluent Private Banking (FSABADAC), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

• Stockbroking services
• Investment management
• Discretionary portfolio management
• Financial planning
• Wealth management

Headquarters

HQ city

Leeds

HQ country

United Kingdom

HQ region

Europe

Offices23 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others

Revenue model

1. Annual Management Charges: Recurring annual fees charged as a percentage of assets under management. The firm charges 0.85% for discretionary portfolio services and 1% for advisory portfolio services, with a minimum fee of £750 for discretionary services. VAT is additional.
2. Transaction Commissions: Commissions earned on the purchase and sale of securities and investments on behalf of clients. Revenue generated on a per-transaction basis when clients execute trades through their portfolios.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels2 records

Core offering

Redmayne Bentley provides personal investment management, stockbroking, and financial planning services to private clients in the UK. Core offerings include discretionary portfolio management, advisory investment management, execution-only stockbroking, and tax-wrapped products (ISAs, JISAs, SIPPs), as well as a specialised Inheritance Tax portfolio service using AIM shares. Services are delivered via a 25+ branch network and the proprietary myRB client portal.

Product overview

Redmayne Bentley offers a comprehensive suite of investment management, stockbroking, and financial planning services through multiple delivery channels. The core offering includes Discretionary Managed Service (full portfolio management by personal investment managers), Advisory Investment Management Service (advice with client control), Dealing with Advice Service (transaction-based advisory), Execution-Only Stockbroking (self-directed trading), and the Managed Portfolio Service (online discretionary service). Tax-efficient solutions include ISAs, JISAs, and SIPPs alongside a specialized Inheritance Tax Portfolio Service utilizing AIM shares for Business Property Relief. Services are delivered through a network of over 25 offices nationwide and an online client portal (myRB).

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Managed Service A bespoke portfolio management service where investment decisions are made on the client's behalf by a personal investment manager. Annual management fee of 0.85% of portfolio value plus VAT.
• Advisory Investment Management Service A service providing professional investment advice while allowing clients to retain control over final investment decisions. Annual management fee of 1% of portfolio value plus VAT with a minimum of £750 plus VAT.
• Dealing with Advice Service A proactive advisory service providing advice on specific stocks and shares, covering tax-efficient vehicles. Flat annual charge of £400 plus VAT.
• Execution-Only Stockbroking A self-directed stockbroking service where clients make their own investment decisions. Clients place orders by telephone through qualified stockbrokers.
• Managed Portfolio Service (MPS) An online, discretionary managed service designed for clients with £20,000 or more to invest (or £9,000 in a JISA). Clients benefit from professional investment managers while tracking portfolios online.
• Inheritance Tax (IHT) Portfolio Service A portfolio service creating holdings in qualifying Alternative Investment Market (AIM) shares to potentially gain 100% protection against IHT when investments are held for 2 or more years through Business Property Relief.
• ISAs (Individual Savings Accounts) Tax-efficient Individual Savings Accounts allowing clients to save up to £20,000 per tax year in stocks and shares.
• JISAs (Junior Individual Savings Accounts) Tax-efficient savings accounts for children with £9,000 minimum investment for the Managed Portfolio Service.
• SIPPs (Self-Invested Personal Pensions) Self-Invested Personal Pensions allowing clients to control their retirement investments.
• Financial Planning Financial planning services creating plans tailored to personal goals and circumstances.
• Portfolio Transfer Service Service enabling clients to transfer existing portfolios from other providers to Redmayne Bentley.
• Probate Valuation Services Valuation services for estates including share valuations and assistance with winding up of estates.
• myRB Client Portal Online client portal enabling portfolio viewing, document access, secure messaging, corporate action elections, and payment processing.

Quantifiable outcome

• Net Promoter Score of 66.3 firm-wide indicating strong client loyalty and satisfaction
• +1 more outcomes

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Blankstone Sington (Acquisition Target)minorOthersRedmayne Bentley is set to acquire the private client assets of Blankstone Sington, a failed discretionary fund manager. This represents an acquisition opportunity rather than a strategic partnership, allowing Redmayne Bentley to expand its client base by taking on assets from a firm that has ceased operations. The acquisition is subject to regulatory approval and client consent.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Charles Stanley: One of the UK's largest independent wealth managers and stockbrokers offering discretionary, advisory, and execution-only services to private clients, trusts, and charities. Directly comparable in product suite, client segments, and multi-channel (branch + digital) distribution model, though somewhat larger in AUM.
• Rathbones Group: UK-listed discretionary wealth manager offering investment management and financial planning to private clients, charities, and trustees. Highly comparable in core discretionary service and target client base, though larger and with broader geographic presence.
• Investec Wealth & Investment: UK wealth management division of Investec offering discretionary, advisory, and execution-only services to private investors, trusts, and intermediaries. Directly comparable in product offering, branch network, and client demographic.
• Brooks Macdonald: UK wealth manager providing discretionary investment management and financial planning to private clients, intermediaries, and charities. Comparable in service offering and target market, with similar emphasis on personal relationship-led advice.
• Evelyn Partners (formerly Tilney): Major UK wealth manager and professional services firm offering investment management, financial planning, and tax services to private clients and intermediaries. Directly comparable in core discretionary and advisory offerings with similar multi-branch distribution.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager offering discretionary investment management and financial advice to private clients, charities, and intermediaries; now part of RBC following 2022 acquisition. Comparable in product suite and target clients, though significantly larger in scale.
• Walker Crips: Long-established UK stockbroker and wealth manager offering discretionary, advisory, and execution-only services to private clients. Closely comparable in heritage (founded 1914), size, service mix, and target customer base.
• WH Ireland: UK wealth manager and stockbroker providing discretionary investment management and private client stockbroking to HNW individuals, trusts, and charities. Highly comparable in core service offering and client segments, with similar branch-based distribution.

Broad incumbents

• St. James's Place: UK's largest wealth manager with a vertically integrated model using a restricted adviser network. Larger scale and broader product range than Redmayne Bentley, but overlapping target market of UK private clients seeking discretionary wealth management.
• Quilter: UK wealth platform offering investment solutions, financial advice, and platform services to private clients and advisers. Adjacent competitor with broader platform business model; serves overlapping UK wealth management market.

Market position

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

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Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redmayne Bentley