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Benefits Of Outsourcing

With the RDR on the horizon, you might be thinking about outsourcing your clients’ investment management needs. We work with a range of financial advisers to help them meet their clients’ requirements by providing a high quality service, backed-up by reliable administration and the Rathbones Investment Process.

Outsourcing your investment management can bring a range of benefits for you and your client, including:

Free up your time

We understand that you want to spend your time growing your business and structuring your clients’ wealth. Our service complements your offering, reducing the time and regulatory risk associated with investment management.

Full access to markets

We operate on a genuinely whole-of-market basis, researching third party funds and products from a range of investment firms, whether global houses or specialist boutiques.
Our buying power across over £14 billion* of private client money allows us to access investments that may be closed to individual retail investors, meaning your clients get access to the full universe of investment opportunities.

Cost effective quality

You and your clients have direct access to 190 investment professionals nationally for beauty parades and on-going client meetings. Being a specialist in services for private clients and trustees allows us to offer a quality service cost effectively. We have invested in high-quality administration support for advisers including the ability to manage assets within a wide variety of SIPP and bond wrappers.

Online valuations with wrap-like functionality

Our online portfolio valuation service for advisers offers wrap-type functionality by grouping all your clients, giving you ease of access to their valuations in one place. This service displays the valuations on a consolidated basis or by a client’s individual account, such as a SIPP, trust, offshore bond, ISA and so on.

Stability and strength

Rathbone Investment Management is one of the UK’s largest and longest established providers of discretionary investment services. Rathbones is part of Rathbone Brothers Plc which remains an independently owned company with a listing on the London Stock Exchange.

Tax services

We can work with you to manage your clients’ funds in the most tax efficient way possible. For example, we have capital gains tax (CGT) monitoring systems which can help your clients’ to make the most of their annual CGT allowance.
Our tax services, delivered through Rathbone Trust Company, can help you to manage your clients’ investments in the context of their financial circumstances.

Income management

We can explore a number of methods of generating income from your clients’ portfolio, depending on their specific requirements. We will work with you to determine the most appropriate solutions for your clients’ income needs.

*31 December 2010.

© 2013 Rathbone Brothers Plc - Incorporated and registered in England and Wales.
Registered Office: 1 Curzon Street, London W1J 5FB. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
 

Important Legal Information

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Please read this page before proceeding, it explains certain legal and regulatory restrictions applicable to the distribution of this information. It is your responsibility to inform yourselves of and to observe all applicable laws and regulations of the relevant jurisdiction.

This section of the website is directed only at investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA).

The information provided in this site is directed at UK investment advisers only and must not be circulated to private clients or to the general public. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

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The information contained on this site is believed to be accurate at the date of publication but no warranty of accuracy is given and the information is subject to change without notice. Any opinions or estimates included herein constitute a judgement as of the date of publication and are subject to change without notice. Furthermore, no responsibility is accepted for the accuracy of any information contained within sites provided by third parties that may have links to or from our pages.

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The information provided in this site is directed at UK investors only. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in France and the United States of America to or for the benefit of United States persons (being resident in the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof).

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Past performance should not be seen as an indication of future performance.

The value of investments and the income from them can fall as well as rise and you may not get back the amount originally invested, particularly if your client does not continue with the investment over the longer term.

Changes in the rate of exchange between currencies may cause the value of an investment to go up or down.
Interest rate fluctuations are likely to affect the capital value of investments within bond funds. When long term interest rates rise the capital value of units is likely to fall and vice versa. The effect will be more apparent on funds that invest significantly in long dated securities. The value of capital and income will fluctuate as interest rates and credit ratings of the issuing companies change.

Tax levels and reliefs are those currently applicable and may change and the value of any tax advantage will depend on individual circumstances.

Investing in emerging markets or small companies may be potentially volatile, as these investments are high risk.

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