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Multi Manager Portfolios

We find that you are increasingly demanding a whole-of-market investment service. This requirement is in response to a number of investment issues, including:

  • independence;
  • specialism;
  • diversification;
  • risk; and  
  • performance.

To address these points we bring together an asset allocation process with a range of investment recommendations and this is analysed and monitored by our independent Collectives Research Committee.

The multi-manager portfolio service can be offered on a bespoke basis or through a number of core investment strategies. These seek to achieve superior risk-adjusted returns relative to financial markets. Allocations are made across managed funds, which provide underlying asset class, investment strategy, geographic and manager diversification.

We offer a number of portfolio strategies designed to reflect your approach to investment and our investment managers would be happy to talk you through the different options.

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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Registered Office: 159 New Bond Street, London W1S 2UD. 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.