HOW CAN WE HELP YOU?
Awards are managed by the team who understand the nuances of personal injury investment and the responsibilities of deputies and trustees. Our investment managers are supported by our central investment process and guidance from our in-house investment committees.
We always consider different risk profiles to meet needs over our clients’ lifetimes. In our experience, deputies and trustees want to take no more risk than is necessary to meet a client’s objectives. Where a client has received an award of damages, the preservation of capital is a key objective along with the preservation of the purchasing power of the funds. Alongside our core personal injury investment approaches, the team can offer risk adjusted strategies with a passive or environmental, social and governance (ESG) bias.
Consistency of investment performance is important, particularly for professional deputies with multiple clients. Rathbones’ performance team monitor and report on all discrete portfolios in accordance with Global Investment Performance Standards (GIPS®), the highest level of performance reporting available.
FEES
This fee covers the day-to-day active management of the portfolio by an experienced team, who understand the nuances of this specialist area of investment.
Our fee is completely transparent and you will not be charged:
- fixed and minimum fees
- dealing and commission charges
- third party brokerage charges
- set-up and exit fees
- transfer in or out charges
- custody or platform fees
- performance fees
- We do not charge to tender for new cases.
Our fee includes: all investment transactions, administration and investment custody, performance reporting, all contact with the team, face-to-face meetings, regular valuations, a periodical payments checking service, including income statements, annual tax reports, guidance on non-investment matters and referrals.
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Testimonials At the end of 2015, I transferred the portfolio to Rathbones and have been delighted with the service and attention I have received. I left the previous investment managers because they were no longer able to provide a truly personal service. I now have regular meetings with my investment director, review performance and agree a strategy for the future. I would recommend Rathbones to everyone. F G L – lay deputy |
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