Professional Advisers

Professional Advisers

We provide a range of outsourced investment services specifically for professional advisers and their clients. Our services are designed to help professional advisers in three key areas:

  • provide a highly personalised, yet cost-effective service for you and your clients;
  • reduce your regulatory risks associated with investment management; and
  • enhance the breadth and quality of your client propositions.

We understand that you want to deliver a consistently high quality of service for your clients. Our offering gives you the tools to do this, freeing-up your time to concentrate on growing your business and focusing on your areas of experience.

 

Citywire wealth manager awards   Fund Manager of the Year awards

Citywealth award winner 2011

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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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.