Rathbones Reserve offers you bespoke financial advice and portfolio management to fit today’s needs and tomorrow’s aspirations. We take time and great care to listen to your circumstances and present curated solutions to help reach your objectives.
Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant.
You will have direct access to a team of wealth management experts who will personally manage your affairs. And our independence from other financial providers ensures that the service we offer is never tied to any manager, asset class or investment style — creating unconstrained opportunities.
WHAT WE DO
Rathbones Reserve is a highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.
Our expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside your existing team of professional advisers or managing every aspect in-house, we adopt a holistic approach and offer you access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.
Our approach is advisory driven with the focus on securing long-term trusted relationships with our clients and partners.
FINANCIAL PLANNING AND TAX
INDIVIDUAL WEALTH MANAGEMENT
SUSTAINABLE INVESTMENT AND PHILANTHROPY
TRUST AND LEGAL SERVICES
OFFSHORE EXPERTISE
*This service is not regulated by the FCA
**This service is not regulated by the FCA
***Regulated by JFS
Our clients
FAMILIES
ENTREPRENEURS
SENIOR CORPORATE EXECUTIVES
PROFESSIONALS
International private client services
INTERNATIONAL TRUST COMPANIES
INSIGHTS
Responsible investment report for 2023 activity
Explains how we invested, engaged and voted with ESG issues in mind.
1 min
Review of the week: Spending the big bucks
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
5 mins
Investment Insights webinar
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
1 min
Review of the week: Middle-Eastern tensions rise further
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
5 mins
OUR TEAM
Matthew Carr
Client development director - South
Matthew Carr
Client development director - South
Winchester
Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.
Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team.
Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.
Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team.
Oliver Craven
Head of strategic partnership team - Client development director, London/Cambridge
Oliver Craven
Head of strategic partnership team - Client development director, London/Cambridge
London
Oliver joined the Private Office of Rathbones in 2019 as a client director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.
Oliver now additionally heads the Strategic Partnership Team which has a focus on delivering the services of Rathbones to the clients of Investec.
Prior to joining Rathbones, Oliver was a private wealth advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.
Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.
Oliver joined the Private Office of Rathbones in 2019 as a client director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.
Oliver now additionally heads the Strategic Partnership Team which has a focus on delivering the services of Rathbones to the clients of Investec.
Prior to joining Rathbones, Oliver was a private wealth advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.
Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.