Why Rathbones?
Free up your time
Our service complements that of independent financial advisers whose core skill is the structuring of a client’s wealth. Rathbones offers an initial and on-going fee sharing arrangement to IFAs, and takes on the risks associated with managing investment portfolios.
Full access to markets
Rathbones operates on a genuinely best-of-breed/whole-of-market basis, researching third party funds and products from the full range of investment firms, whether global houses or specialist boutiques.
Rathbones’ buying power across over £12 billion of private client money allows it to access investments that may be closed to individual retail investors, access to institutional pricing and/or better terms (particularly in relation to structured products).
Ideal for income
A wider range of asset classes may be particularly important in scenarios where drawing an income from capital is a client’s main requirement, as direct equity investments in particular provide an opportunity for an income stream with capital growth.
Cost effective quality
IFAs (and their clients) have direct access to 150 investment managers nationally for beauty parades and on-going client meetings. Being a specialist in services for private clients and trustees allows us to offer a quality service cost effectively. We have invested in high-quality administration support for IFAs including the ability to manage assets within a wide variety of SIPP and bond wrappers.
Online valuations with wrap-like functionality
Rathbones’ online portfolio valuation service for IFAs offers wrap-type functionality by grouping all an IFAs’ clients, giving ease of access to their valuations in one place and displaying the valuations on a consolidated basis or by a client’s individual account, eg SIPP, trust, offshore bond, ISAs and so on.
Stability and strength
Rathbone Investment Management is one of the UK’s largest and longest established providers of discretionary investment services. Rathbones is part of Rathbone Brothers Plc which remains an independent company with a listing on the London Stock Exchange.