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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Model Portfolio Service for Clients - Brochure

Understanding LED in our MPS - Brochure

Seven reasons to choose MPS - Brochure

A handy guide to Centralised Investment Propositions - Brochure

MPS - Terms of Business

Cautious Strategy - Factsheet

Cautious Plus Strategy - Factsheet

Balanced Strategy - Factsheet