Partner well, live well.
Whether you're just starting out or looking to grow and protect existing wealth, your investment needs are unique — and so is our approach.
We believe successful investing starts with a deep understanding of your goals. That’s why we pair you with a dedicated investment manager who works closely with you to shape a strategy that reflects your ambitions, preferences and risk tolerance.
Our investment framework combines clear guidance with genuine flexibility. It’s designed to help you respond to opportunities, navigate challenges, and adapt as your financial situation evolves.
Understanding your options
Bespoke investment strategies
Our comprehensive and highly personalised bespoke investment management service utilises our professional discretion and expert knowledge to manage all aspects of your investment portfolio. From choosing your investments to proactively preparing and reacting quickly to any changing market dynamics, your dedicated investment manager will always be on hand and working to keep your portfolio well-positioned.
Bespoke investment management takes into account your requirements, including investment risk, tax and currency preferences – and is centred around a direct, trusted relationship with a dedicated investment manager
Managed investment service
Similarly to our bespoke investment management service, Managed also offers a dedicated investment manager. Rather than constructing an individual portfolio for you, your investment manager is responsible for choosing a ready-made and diversified portfolio managed by Rathbones Asset Management, that’s right for you.
Responsible investing
Responsible investment means considering environmental, social and governance (ESG) issues when making investment choices and taking decisions as a shareholder. This is often called ‘ESG investing’. We use the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997, to help you achieve your long-term goals in a way that aligns with your values.
How it works
Becoming a Rathbones client is straightforward, and our dedicated team are here to help from start to finish.
Complete the form
Fill out the form below, which takes less than 2 minutes
Get the call
Speak to a member of our new enquiries team so that we can get to know you and connect you with the right expert
Meet our adviser
Meet with our specialist at your local Rathbones office or virtually; it's up to you!
And relax
Breathe a sigh of relief knowing your finances are in the hands of a trusted partner who understands your goals
Frequently asked questions
See how investment management could benefit you
A typical Rathbones client has over £300,000 to invest or plan their financial future, including pensions but excluding property. Book a conversation with our team to discuss your needs and start planning with confidence today.
