Investment services for Financial Advisers

A long-term commitment to your business

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Building on our capabilities to support you

As our business has grown, so has our ability to support yours

From expanding our investment research to enhancing our service proposition and developing new technology, we’re continually investing in what matters most – helping you deliver excellent outcomes for your clients.

You’ll benefit not only from greater scale and capability, but also from the personal support of a team that works alongside you.

A trusted relationship

We’ve worked in partnership with advisers for more than 25 years. Trust and collaboration are at the heart of everything we do.

A range of solutions

Our investment services are designed to support firms of all types and sizes. Whether you want to outsource portfolio management or build your own centralised investment or retirement propositions, we’ll help you deliver the right service for your clients.

Dedicated adviser support

You’ll have access to a specialist team that understands your world. We’re here to answer your questions, provide insight and make things simpler – so you can spend more time with clients and focus on growing your business.

Discretionary fund management services

Insights for advisers

Access Autumn Budget analysis

Working with you

Additional services for advisers

Helping you meet a wider range of client needs, efficiently and effectively.

Rathbones Asset Management

In addition to outsourcing your investment, we also have asset management capabilities and a range of funds to suit your clients' needs. View our entire fund range

Working with financial advisers

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How we work with advisers

Flexible, professional and built around you
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Building your Clients' portfolio

Tailored investment management that fits your financial plan
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Our approach to risk management

Designed to protect capital and support long-term goals
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Core strategies

A consistent foundation for portfolios across our services
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Factsheets

Enhanced Growth Portfolio (S class)

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Dynamic Growth Portfolio (S class)

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Strategic Growth Portfolio (S class)

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Strategic Income Portfolio (S class)

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Defensive Growth Portfolio (S class)

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Total Return Portfolio (S class)

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Key investor information (S accumulation)

Enhanced Growth Portfolio (S acc)

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Dynamic Growth Portfolio (S acc)

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Strategic Growth Portfolio (S acc)

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Strategic Income Portfolio (S acc)

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Defensive Growth Portfolio (S acc)

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Total Return Portfolio (S acc)

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Key investor information (S income)

Dynamic Growth Portfolio (S inc)

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Strategic Growth Portfolio (S inc)

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Strategic Income Portfolio (S inc)

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Defensive Growth Portfolio (S inc)

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Total Return Portfolio (S inc)

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