Private investors coming to Rathbones enjoy a direct relationship with an investment manager who will construct an investment portfolio for each client based on a genuine understanding of their circumstances and needs, underpinned by a first-rate investment process.
We believe that:
- A direct relationship with our investment managers ensures that the investors’ individual, long-term investment objectives are understood.
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Independence is important - being free to make objective investment decisions for clients reduces potential conflicts of interest.
- Our well-researched, performance-driven Rathbone Investment Process should support, not control, the decision making of our experienced investment managers.
- Being a specialist in services for private clients and trustees allows us to offer a quality service cost effectively.
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High-quality administration underpins a successful long-term relationship.