Managing your Investments
We aim to construct investment portfolios based on a genuine understanding of the circumstances and needs of our individual clients, and a first-rate investment process that underpins our investment management activities.
We will take into consideration an individual’s or trust’s tax position, risk profile, income needs and any number of individual investment requirements. This often involves working alongside other advisers as part of a team.
Clients are not invested in pre-determined model portfolios but benefit from a structured portfolio construction process that encompasses the full range of assets that you would expect from a professional investment management firm, including equities, funds, gilts and corporate bonds, fund of hedge funds, structured products and so on.
Asset allocation and stock selection are informed by The Rathbone Investment Process from which all our fund managers draw guidance and investment ideas whilst retaining the necessary flexibility to ensure their clients’ individual needs are met.
