Whilst investment managers will make the final asset allocation decisions as well as investment selection for a client, a range of internal performance monitoring and risk control processes are in place to ensure the quality of service and fulfilment of your objectives.
Regular hard copy portfolio valuations are designed to provide the information our clients actually want in a form that is clear and transparent. In addition, we are able to provide access to up-to-date valuations online or by email. Contract notes are sent out informing you each time an investment is bought or sold within the investment portfolio.
We have invested heavily in our ability to monitor the performance of clients’ investments and have deployed sophisticated, market-leading software which enables us to provide some of the most comprehensive performance and portfolio information available.
Most importantly, Rathbones’ investment managers are available to meet clients directly on a regular basis to review portfolios and respond to any changing requirements, either at one of our ten offices throughout the UK or at a location to suit you.