Managed portfolio service
Our managed portfolio service has been created for clients who do not need a discretionary service but want access to an investment offering investing in funds with a proven track record of success coupled with efficient and responsive administration.
The service provides clients with £15,000 or more access to high-quality investing, together with a service specifically designed to meet their requirements.
Our service is offered on an execution-only basis (i.e. we implement your clients’ instructions, but don’t give you investment advice), which offers clients access to unconstrained active management by highly experienced fund managers, supported by our proprietary investment process and research team. There are six strategies in the range, targeting capital growth or income*
The managed portfolio service is offered by Rathbone Investment Management and invests exclusively in the range of Rathbones multi-asset portfolio funds (the ‘RMAP’ funds) managed by Rathbone Unit Trust Management Limited (a subsidiary of Rathbone Brothers Plc).
How does our managed portfolio service work?
The six managed portfolio strategies offered cover a range of client risk profiles and investment objectives and, depending on the client’s choice of strategy, invest in one, or in some cases, two of the multi-asset funds:
The six strategies suit different appetites for risk and return. Simply decide which strategy is right for your client, and then complete a short application form. Your client may want to discuss their situation and financial objectives before making a decision. The multi-asset funds in which these strategies invest have successful track records of delivering consistent returns. The six strategies appeal to a wide variety of investors and can be held in individual savings accounts (ISAs) and self-invested personal pensions (SIPPs).
For prices, performance and ratings for the multi-asset portfolio funds are available on request, please contact us at firstname.lastname@example.org
Whether you’re considering investing for the first time or switching from an existing provider, our managed portfolio service could be the ideal solution. For more information including details of our charging structure, please contact our intermediary services desk at email@example.com
*A tax liability may be incurred if switches are made between funds or strategies and in the event of rebalancing the Balanced and Equity strategies.