Welcome to Rathbones

Bespoke Portfolio Management

In addition to the dedicated attention of an investment manager, you can benefit from a structured portfolio process that encompasses the full universe of assets, including; equities, bonds, collectives, property, commodities, currencies, structured products and hedge funds.

We are able to provide a range of services tailored to your individual attitude towards investing and exposure to risk, whether your aim is to generate regular income from your portfolio or to grow it over the long-term.

While your objectives may be defined as balanced growth or equity growth, many of our clients are increasingly using more broadly based investment and risk objectives, including:

  • Income
    As part of an integrated portfolio or a stand alone product, the generation of income if you are looking for a regular payment
  • Absolute Return
    A diversified portfolio aiming to provide positive annual returns with lower correlation to financial markets
  • Conservative Total Return
    A defensive portfolio aiming to outperform cash plus 2% with lower volatility than financial markets
  • Strategic Growth
    A balanced growth portfolio aiming to provide real returns ahead of inflation but with lower volatility and correlation to financial markets over the medium-term
  • Growth
    Aiming to outperform financial markets irrespective of volatility

The Rathbone Investment Process guides asset allocation and investment selection from which all our investment managers draw guidance while retaining discretion over your portfolio.

Rathbone Investment Management International Limited

Please read this disclaimer before proceeding.

Please note you are navigating within the Rathbone Brothers Plc website to pages containing information about Rathbone Investment Management International Limited. Rathbone Investment Management International Limited is not regulated by the FSA in the UK.  Rathbone Investment Management International Limited is not subject to the provisions of the UK Financial Services and Markets Act 2000; and, investors entering into investment agreements with Rathbone Investment Management International Limited will not have the protections afforded by that Act or the rules and regulations made under it, including the UK Financial Services Compensation Scheme.

Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission.

The information in this website has been prepared by Rathbone Investment Management International Limited and is provided to you for information purposes only. It is not intended as an offer or solicitation for the purpose or sale of any financial instrument. The information contained herein has been obtained from sources believed to be reliable but its accuracy cannot be guaranteed. Neither Rathbone Investment Management International Limited nor its affiliates, nor any officer or employee thereof accepts any liability whatsoever for any direct or consequential loss arising from any use of this website or its contents.

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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 01534 740500 or email jonathan.giles@rathbones.com

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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.