Document hub for Financial Advisers

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More support for you and your clients

Explore our wider range of services, resources and insights designed to support you and your clients at every stage of your relationship with Rathbones.

How we work with advisers

Our role is to provide the investment expertise, operational support and personal service that help you deliver the outcomes your clients expect.

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A range of services

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.

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Insights and events for financial advisers

Stay informed with our latest market insights, expert commentary, events and webinars, designed to support you and your clients.

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About bespoke investment management - Brochure

A sustainable retirement income - Brochure

The rise of bespoke investment service - Brochure

Meeting the needs of clients in retirement - Brochure

Specialist Tax Portfolio Service summary - Brochure

Specialist Tax Portfolio Service - Brochure

STPS - Quarterly Performance Update

Business relief - Quarterly commentary

Enterprise investment scheme (and STPS) - quarterly commentary

Enterprise Investment Scheme - Brochure

Greenbank Managed for Advised Clients (AasI) - Brochure

Bespoke for Advised Clients (ROA) - Brochure