Benefits Of Outsourcing

With the RDR on the horizon, you might be thinking about outsourcing your clients’ investment management needs. We work with a range of financial advisers to help them meet their clients’ requirements by providing a high quality service, backed-up by reliable administration and the Rathbones Investment Process.

Outsourcing your investment management can bring a range of benefits for you and your client, including:

Free up your time

We understand that you want to spend your time growing your business and structuring your clients’ wealth. Our service complements your offering, reducing the time and regulatory risk associated with investment management.

Full access to markets

We operate on a genuinely whole-of-market basis, researching third party funds and products from a range of investment firms, whether global houses or specialist boutiques.
Our buying power across over £14 billion* of private client money allows us to access investments that may be closed to individual retail investors, meaning your clients get access to the full universe of investment opportunities.

Cost effective quality

You and your clients have direct access to 190 investment professionals 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 advisers including the ability to manage assets within a wide variety of SIPP and bond wrappers.

Online valuations with wrap-like functionality

Our online portfolio valuation service for advisers offers wrap-type functionality by grouping all your clients, giving you ease of access to their valuations in one place. This service displays the valuations on a consolidated basis or by a client’s individual account, such as a SIPP, trust, offshore bond, ISA 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 independently owned company with a listing on the London Stock Exchange.

Tax services

We can work with you to manage your clients’ funds in the most tax efficient way possible. For example, we have capital gains tax (CGT) monitoring systems which can help your clients’ to make the most of their annual CGT allowance.
Our tax services, delivered through Rathbone Trust Company, can help you to manage your clients’ investments in the context of their financial circumstances.

Income management

We can explore a number of methods of generating income from your clients’ portfolio, depending on their specific requirements. We will work with you to determine the most appropriate solutions for your clients’ income needs.

*31 December 2010.