Managed investment service

Actively managed portfolios without the complexity

Some clients want a discretionary service that’s actively managed, tax-efficient and aligned to their goals, but do not need a fully bespoke portfolio. Our Managed service is designed to meet that need.

Managed offers a choice of ready-made strategies, each investing in a Rathbones multi-asset fund, with look-through reporting to the full underlying portfolio., It is a streamlined solution for clients with £150,000 or more to invest, and provides clear risk and return targets, flexible tax wrapper options and proactive support from a dedicated investment manager.

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Designed to support consistent outcomes

Managed is a popular choice for advisers building centralised investment or retirement propositions, or those looking for a consistent investment approach across multiple clients. The strategies sit within our LED risk framework and are backed by the same investment research and governance as our Bespoke service – helping you deliver reliable, long-term outcomes with confidence.

However your clients want their money managed, we can help. Our team works with financial advisers across the UK, offering the reassurance of one of the UK’s leading discretionary managers – and the flexibility to support a wide range of client needs.

Why a managed investment service matters for your clients

Clarity and consistency. A range of defined strategies, each with a clear objective and risk level – including responsible and sustainable options – for clients to choose from.
Personal service within a structured approach. Each client is looked after by a named investment manager who works closely with them and their adviser, providing personalised support, market insight and regular updates. This helps ensure the client feels informed and well cared for – while also strengthening your relationship with them.
Proactive tax and income management. We help clients make the most of their tax allowances each year, including ISA and JISA subscriptions and capital gains tax exemptions. For those with legacy holdings, we can transition assets into our multi-asset approach in a tax-sensitive manner, helping to minimise future liabilities. Our fund structure also enables the gross roll-up of gains without compromising active management. On the income side, we can plan ahead to provide clients with the income they need, when they need it – as tax-efficiently as possible. This level of ongoing, hands-on tax and income management is typically only available through bespoke services – and it’s one of our key differentiators.

Why bespoke investment management matters for your business

Support that saves you time. By delegating the day-to-day investment management to Rathbones, you free up time and reduce regulatory risk. Your named investment manager is on hand to support you with portfolio updates, market commentary and client discussions – helping you deliver a consistently high standard of service. With tax and income management taken care of too, you can focus on strategic advice and growing your business.
Seamless integration with your planning. Whether you're focusing on accumulation, decumulation or legacy planning, our strategies can support a wide range of advice scenarios.
No separate platform charge. Our all-in fee structure makes costs easy to understand and communicate – with no additional platform charges for clients to pay.

Key facts at a glance

Minimum investment: £150,000
Responsible investment options available, including via Rathbones Greenbank
Each strategy invests in a multi-asset fund aligned to its risk and return target
Options for accumulation or income
Available through a range of tax wrappers, including ISAs, SIPPs and trusts
Ongoing proactive tax and income management
Regular reporting, including look-through visibility of the full underlying portfolio
Personal service from a named investment manager

Document downloads

Managed for Advised Clients (AasI)

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Managed for Advised Clients (ROA)

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Greenbank Managed for Advised Clients (AasI)

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Greenbank Managed for Advised Clients (ROA)

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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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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

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Managed investment service

Actively managed portfolios without the complexity

Designed to support consistent outcomes