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Becoming a Client

Becoming a client is straight forward and the initial step is to meet with one of our experienced investment managers. Firstly, we will want to understand your personal requirements and attitude to investments.

There are a number of areas we will take into consideration before developing your portfolio, including your

  • risk profile
  • tax position
  • income needs
  • investment requirements
  • time horizon

We will develop a portfolio that meets your specific requirements and talk you through the account opening process.

We realise that you may also take advice from other sources, such as your solicitor or accountant, and we are more than happy to work along side other advisers you have as part of a team.

Rathbone Investment Management - Becoming a client diagram

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com

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© 2012 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.