Investment Management
Invested for you. Guided by us.
Rathbones aims to build wealth for individuals, families and institutions. Not just wealth, but enduring value. We offer extensive active investment management capabilities built around you, your future goals and your values, and available across markets and asset classes.
Investment management at Rathbones
We have been trusted for generations to guide clients through their individual investment story and the world of investment management. Today we serve clients who have a wide range of investment needs, preferences and risk tolerances. Return, risk and responsibility are the three facets we consider in every investment decision.
We have forged a community of independent-thinking professionals to become a trusted investment partner for individuals, families, charities, trustees and professional partners.
Whether it’s individual wealth, a family estate or institutional clients with a global presence, we apply the same levels of intelligence, diligence and care. You will have access to solutions from across Rathbones with a range of services available to fit your investment situation as it evolves over time.
Investment management for
INDIVIDUALS
intermediaries
INVESTMENT APPROACH
The way we invest is shaped around you. To deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager. Because first-class advice can never come from second-hand conversations.
Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences; we never take investment models off the shelf.
We’re proud to say this way of working has gained us industry-leading levels of client satisfaction and helped us sustain relationships across generations.
USEFUL LINKS
FEES
INSIGHTS
Weekly digest: as time goes by
Some calm has returned to markets amid a temporary truce in the tariff wars, but the clock is ticking and there is plenty of potential for further volatility. Meanwhile, things are less rosy in bond land. Still, as John notes, there is reason to relax and enjoy the bank holiday weekend.
7 mins
The power of partial clarity
Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?
1 min
Weekly digest: The first innings
Markets have reacted positively to news of US trade deals with the UK and China. But these are still bad deals compared to the previous status quo, so what could propel equity markets higher from here?
10 mins
Monthly digest: testing the limits
April gave investors a rollercoaster ride but the US stock market ended only modestly down and bonds regained their safe-haven status.
12 mins
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