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Welcome to Rathbones

Welcome to Rathbones

We believe investment management starts with a conversation.

Call us on 020 7399 0088 to talk to one of our investment managers.

Our aim is simple, but increasingly rare: to provide you with the highest quality discretionary investment management service.

Being a client of Rathbones entitles you to a number of benefits, including:

  • direct access to your investment manager, ensuring your portfolio accurately meets your investment requirements;
  • investment managers guided by the Rathbones Investment Process, our market driven research;
  • a whole of market approach to your investments giving you access to the whole universe of opportunities
  • superior administrative and support systems, saving you time and giving you peace of mind;
  • online access to the value of your portfolio – 24 hours a day, seven days a week.

Because of the personalised nature of our service, we understand that you are entrusting us to:

  • Understand your attitude towards investments; and
  • Use our discretion to manage your portfolio inline with your financial aims and objectives.

Our approach means that we do not hide charges within ‘in-house’ products and buy the most suitable and cost effective investments for you, for example, when we invest in unit trusts. Our fund managers will always buy institutional units wherever possible, subsequently avoiding trail commission and resulting in a major saving in the cost of having your investments managed.

Taken together, we believe our offering is one of the most compelling in the market. We would be delighted to talk to you in more detail about the service we can offer you, either face-to-face or over the telephone.  

Citywealth award winner 2011    Fund Manager of the Year awards