Looking for someone to create an investment portfolio for your values?
Helping you make the most of your wealth
Our approach combines investment management and financial planning, helping you make confident decisions about your wealth today and for the future. We focus on long-term outcomes, thoughtful planning, and helping you make the most of the
opportunities available to you.
It could mean investing the proceeds of a business sale, managing an inheritance, helping the next generation, or planning how you'd like your wealth to be passed on.
It could also mean navigating a significant life change, such as bereavement, divorce, or a change in circumstances. Whatever the situation, we'll help you understand your options and make informed decisions.
Investing, growing and preserving your wealth
If you are looking for help growing your investments, our services could be right for you:
Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least £150,000 to invest.
Bespoke
A bespoke investment strategy and portfolio built and managed for you by a dedicated Rathbones investment manager. This service is typically for clients with at least £300,000 to invest.
Global perspective. Individual focus.
The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager.
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Learn more about our services
Greenbank sustainable investing
Looking for investments that align with your values? See our sustainable investment options.
