Becoming a client

The first step is to meet a Rathbone investment manager. You can discuss your aims and concerns on an individual basis in order to develop an investment solution that is right for you.

We will take into consideration your tax position, risk profile, income needs and any number of individual investment requirements. We are happy to work alongside any other advisers you have as part of a team.

 Becoming a client

Contact

Jane Seymour
Marketing Director
Tel: 020 7399 0000
marketing@rathbones.com

Other investment services

Pension investments
Trust investments
ISAs
Ethical investment
Offshore

Further information

Discretionary Investment Management

Free Guide to Discretionary Investment Management
(PDF, 351 Kb, opens in a new window)

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Rathbone Brothers Plc - Incorporated and registered in England and Wales. Registered Office: 159 New Bond Street, London W1S 2UD. Registered Number 1000403.