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Transferring Your Portfolio

Transferring your portfolio to us is easy and straight forward. In the majority of cases all you need to do is instruct your current investment advisor that you would like to transfer your portfolio and we will do the rest.

One of our experienced investment managers will be in-touch to discuss your portfolio, including your investment objectives and overall attitude to risk.

In terms of timeframe, it usually takes between two and three weeks to open your account, one to two weeks for stock transfer, three to five weeks for collective funds transfer and six to eight weeks for OEIC transfer.

Our aim is to make the transfer process as quick as possible, while maintaining our standards of superior client service.

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.