Professional Advisers

Marketing And Other Support

We respect that you and your clients have lots of choices when considering an investment manager. That is why we underpin our services with a range of ongoing support, including:

  • Joint marketing activities to help grow your business.
  • Bespoke training and support to give you a better understanding of investment matters.
  • A range of marketing and explanatory literature, for example, our guide to discretionary investment management, for your clients and regular investment newsletters.
  • Bespoke marketing materials, for example, jointed branded investment proposals and other literature.

For more detail on these services please visit our events homepage or email professionals@rathbones.com

Support material on our range of funds is available through our subsidury company, Rathbone Unit Trust Management

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.