Managed by Sarah Tobey, the Exeter office provides wealth management services to the South West of England.
While operating as a local team and with a vast amount of local knowledge, our Exeter office is part of one of the UK’s largest and longest-established wealth management firms. Rathbones is part of Rathbone Brothers Plc, which has a heritage dating back to 1742 and a listing on the London Stock Exchange.
Our services include:
- Discretionary investment management;
- Charity investment management;
- Specialist ethical investment management delivered by Rathbone Greenbank Investments;
- Self-invested personal pensions; and
If you would like further information, or to arrange a meeting with one of our investment managers, please call 01392 201 000 or email firstname.lastname@example.org
Our Exeter office supports The Royal Albert Memorial Museum & Art Gallery, one of Exeter's most visited and respected institutions - Voted Museum of the Year 2012.
Rathbone Investment Management