About The Company

Rathbone Brothers Plc, through its subsidiaries, is a leading, independent provider of high-quality, personalised investment and wealth management services for private investors and trustees. This includes:

• discretionary investment management;
• unit trusts;
• tax planning;
• trust and company management; and
• pension advice and banking services.

Rathbone Investment Management

The investment management division provides mainly discretionary investment management services to private investors and charities with portfolios held in:

• discretionary accounts;
• trust structures;
• ISA accounts; and
• self-invested personal pensions.

These services are delivered from our 11 UK offices and offshore office in Jersey.The majority of our clients have a fee-based service with securities held in a Rathbone nominee company and surplus cash held by Rathbone Investment Management, an authorised banking institution.Rathbone Pension & Advisory Services advises clients on retirement planning options and offers the Rathbone SIPP.

Rathbone Trust Company

• The trust and tax division is based in the UK and provides:
• taxation services (compliance and planning);
• probate services;
• trust services (trust formation, administration, accounting and the provision of trustees and protectors); and
• family office services.

Rathbone Unit Trust Management

The unit trust division has a range of unit trusts which are distributed mainly through independent financial advisers in the UK.These funds are purchased through financial supermarkets, life assurance companies and through direct contact with financial advisers.Funds cover the UK stock market, embracing small, medium and large companies to achieve growth and income. In addition, we manage an ethical bond fund and a global fund focused on international opportunities.

Rathbone Brothers Plc is authorised and regulated by the Financial Services Authority and is listed on the London Stock Exchange  as well as being a member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS)