If you have a group of clients with £25,000 or more in their individual investment portfolios and you would like to select a discretionary investment manager, we can offer a unitised portfolio service as an effective and efficient way of providing you with a high-quality, multi-asset class investment management service.
The unitised portfolio service offers a discretionary investment account which holds an investment in an UK-authorised open ended investment company regulated by the Financial Services Authority and managed by Rathbone Unit Trust Management.
This portfolio fund has two sub-funds with differing investment objectives:
- a multi-asset strategic growth portfolio fund; and
- a multi-asset total return portfolio fund
The unitised portfolio service offers a service to clients with smaller portfolios that looks and feels like Rathbones' bespoke discretionary investment management service.
The investment manager will review the client portfolios regularly to assess the continuing suitability of the portfolio fund and make any changes as necessary.