£1,000 - Rathbones Multi Asset Portfolio ServiceFind out more
£25,000 - Rathbones Unitised Portfolio ServiceFind out more
£100,000 - Rathbones Bespoke PortfolioFind out more
Up to £100-million -Find out more
Talk to us about how we can personalise our services to you
The delivery of our services to you are based on five fundamental beliefs:
- Our primary responsibility is to complement and enhance your client relationships.
- Our investment managers are directly accountable to you and your clients.
- We are committed to delivering the exceptional service and professional support you are looking for – allowing you to focus on the core function of managing your client relationships.
- However you segment your clients, whether they have £1,000 or £100 million plus, whatever their stage of life, and whatever their aspirations, we have the flexibility to manage your clients’ investments according to their unique requirements.
- We focus on managing portfolios in line with the risk appetite of each of your clients.
- We conduct detailed research and due diligence to evaluate investment opportunities covering all asset classes, using this information to help identify the most appropriate investment solutions for your clients.
- We draw on a long heritage and an award-winning investment process, which combines the expertise and experience of our investment managers.
- In the delivery of our service to your clients but never overlook the fact that they are still your clients.
- Acting with integrity, we are transparent regarding fees and charges.