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Investment Process

Investment Process

Clients of Rathbones can expect a tailored service, underpinned by a well-researched investment process, designed to deliver appropriate risk-adjusted returns.

The investment manager takes the time to understand the specific circumstances of each client, constructing a portfolio to reflect his or her personal requirements. Clients receive regular updates and have direct access to the investment manager. This means we are able to respond to any changes in individual requirements, as well as changes in market conditions, in a timely and effective way.

The investment process is fundamental to the service we provide, guiding the thinking of the investment manager, yet allowing enough flexibility to ensure that individual client objectives are met. It is constantly evolving, and we invest in the people and resources required to ensure it remains robust, flexible and capable of meeting all our clients’ needs.

Investment professionals from across our business participate in the investment process. The outputs of this process are derived from our combined expertise and experience, ensuring that the investments selected are suitable for the client.

Internal risk control and performance monitoring ensure that investment approach consistently matches clients’ objectives and meets the standards they expect.

How the investment process is structured: 

Rathbone Investment Management - Rathbones' Investment ProcessClick to expand

To read more about our investment process, download our brochure.

Related Literature: 
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.